Creative Planning’s Wallbox WBX Stock Holding History

Creative Planning’s Portfolio WBX Stock Details WBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,014	Closed	-$45.6K	–	3100
2023 Q3	$45.6K	Hold	1,014	–	–	﹤0.01%	2492
2023 Q2	$71.8K	Sell	1,014 -12	-1%	-$793	﹤0.01%	2401
2023 Q1	$100K	Buy	1,026 +470	+85%	+$46.9K	﹤0.01%	2256
2022 Q4	$39.8K	Buy	556 +45	+9%	+$5.1K	﹤0.01%	2252
2022 Q3	$81K	Buy	+511	New	+$91K	﹤0.01%	2063

Other funds holding WBX

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's WBX Position: Q4 2023 in Review

Creative Planning sold out of Wallbox (WBX) in Q4 2023, closing a stake of 1,014 shares — an estimated $45.6K sold.

Creative Planning first reported a position in WBX in Q3 2022 and held it in 5 quarters. The position peaked at $100K in Q1 2023. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

Creative Planning reported no remaining Wallbox position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 1,014 Wallbox shares in Q4 2023, an estimated $45.6K.
Creative Planning first reported a position in Wallbox in Q3 2022 and held it in 5 quarters.
Creative Planning's Wallbox position peaked at $100K in Q1 2023.
47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.