HCA
WBX

Harbour Capital Advisors’s Wallbox WBX Stock Holding History

Harbour Capital Advisors’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
-3,340
Closed -$150K – 297
2023
Q3 		$150K Sell
3,340
-60
-2% -$3.91K 0.05% 247
2023
Q2 		$243K Buy
3,400
+1,425
+72% +$94.1K 0.07% 225
2023
Q1 		$193K Buy
+1,975
New +$197K 0.06% 253

Other funds holding WBX

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Capital Advisors's WBX Position: Q4 2023 in Review

Harbour Capital Advisors sold out of Wallbox (WBX) in Q4 2023, closing a stake of 3,340 shares — an estimated $150K sold.

Harbour Capital Advisors first reported a position in WBX in Q1 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2023. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

  • Harbour Capital Advisors reported no remaining Wallbox position as of Q4 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 3,340 Wallbox shares in Q4 2023, an estimated $150K.
  • Harbour Capital Advisors first reported a position in Wallbox in Q1 2023 and held it in 3 quarters.
  • Harbour Capital Advisors's Wallbox position peaked at $243K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.