GWMIA
WBX

Global Wealth Management Investment Advisory’s Wallbox WBX Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-10
Closed -$3K – 540
2022
Q1 		$3K Buy
+10
New +$2.65K ﹤0.01% 403

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Global Wealth Management Investment Advisory's WBX Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of Wallbox (WBX) in Q2 2022, closing a stake of 10 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in WBX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 43 funds tracked by Wall St. Rank hold WBX as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining Wallbox position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Wallbox shares in Q2 2022, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Wallbox in Q1 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Wallbox position peaked at $3K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Wallbox as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.