Focus Partners Wealth’s Wallbox WBX Stock Holding History

Focus Partners Wealth’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 Q3	–	Sell	-1,018	Closed	-$27K	–	1721
2024 Q2	$27K	Buy	+1,018	New	+$29.5K	﹤0.01%	1214

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

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 $26.4B AUM 21.05% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focus Partners Wealth's WBX Position: Q3 2024 in Review

Focus Partners Wealth sold out of Wallbox (WBX) in Q3 2024, closing a stake of 1,018 shares — an estimated $27K sold.

Focus Partners Wealth first reported a position in WBX in Q2 2024 and held it in 1 quarter. The position peaked at $27K in Q2 2024. 31 funds tracked by Wall St. Rank hold WBX as of Q3 2024.

Focus Partners Wealth reported no remaining Wallbox position as of Q3 2024 after selling out during the quarter.
Focus Partners Wealth sold 1,018 Wallbox shares in Q3 2024, an estimated $27K.
Focus Partners Wealth first reported a position in Wallbox in Q2 2024 and held it in 1 quarter.
Focus Partners Wealth's Wallbox position peaked at $27K in Q2 2024.
31 funds tracked by Wall St. Rank held Wallbox as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.