Credit Suisse’s Wallbox WBX Stock Holding History

Credit Suisse’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
2024 Q1	$653K	Sell	23,009 -9,008	-28%	-$271K	﹤0.01%	2505
2023 Q4	$1.12M	Buy	32,017 +2,484	+8%	+$88.9K	﹤0.01%	2269
2023 Q3	$1.33M	Sell	29,533 -329	-1%	-$21.5K	﹤0.01%	2104
2023 Q2	$2.11M	Buy	29,862 +11,194	+60%	+$739K	﹤0.01%	1875
2023 Q1	$1.83M	Buy	+18,668	New	+$1.86M	﹤0.01%	1936
2022 Q3	–	Sell	-714	Closed	-$127K	–	4331
2022 Q2	$127K	Hold	714	–	–	﹤0.01%	3478
2022 Q1	$182K	Buy	+714	New	+$189K	﹤0.01%	3394

Other funds holding WBX

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

Norges Bank Oslo, Norway $935B AUM

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Credit Suisse's WBX Position: Q1 2024 in Review

Credit Suisse reduced its Wallbox (WBX) stake by 28% in Q1 2024, selling an estimated $271K and leaving 23,009 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Credit Suisse first reported a position in WBX in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.11M in Q2 2023. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

Credit Suisse held 23,009 shares of Wallbox worth $653K as of Q1 2024.
Credit Suisse sold 9,008 Wallbox shares in Q1 2024, an estimated $271K.
Wallbox made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2505 holding.
Credit Suisse first reported a position in Wallbox in Q1 2022 and has held it in 7 quarters since.
Credit Suisse's Wallbox position peaked at $2.11M in Q2 2023.
42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.