FWM
WBX

Focused Wealth Management’s Wallbox WBX Stock Holding History

Focused Wealth Management’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
2022
Q4 		– Sell
-50
Closed -$8K – 1179
2022
Q3 		$8K Hold
50
– – ﹤0.01% 536
2022
Q2 		$9K Hold
50
– – ﹤0.01% 522
2022
Q1 		$13K Hold
50
– – ﹤0.01% 517
2021
Q4 		$16K Buy
+50
New +$13.7K ﹤0.01% 521

Other funds holding WBX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Focused Wealth Management's WBX Position: Q4 2022 in Review

Focused Wealth Management sold out of Wallbox (WBX) in Q4 2022, closing a stake of 50 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in WBX in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 50 funds tracked by Wall St. Rank hold WBX as of Q4 2022.

  • Focused Wealth Management reported no remaining Wallbox position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 50 Wallbox shares in Q4 2022, an estimated $8K.
  • Focused Wealth Management first reported a position in Wallbox in Q4 2021 and held it in 4 quarters.
  • Focused Wealth Management's Wallbox position peaked at $16K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Wallbox as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.