Harbour Investments’s Wallbox WBX Stock Holding History

Harbour Investments’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 Q2	–	Sell	-2	Closed	-$171	–	3128
2023 Q1	$171	Hold	2	–	–	﹤0.01%	2884
2022 Q4	$125	Hold	2	–	–	﹤0.01%	2906
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2842
2022 Q2	$0	Buy	+2	New	+$430	﹤0.01%	2842

Other funds holding WBX

Norges Bank Oslo, Norway $935B AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harbour Investments's WBX Position: Q2 2023 in Review

Harbour Investments sold out of Wallbox (WBX) in Q2 2023, closing a stake of 2 shares — an estimated $171 sold.

Harbour Investments first reported a position in WBX in Q2 2022 and held it in 4 quarters. The position peaked at $171 in Q1 2023. 40 funds tracked by Wall St. Rank hold WBX as of Q2 2023.

Harbour Investments reported no remaining Wallbox position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 2 Wallbox shares in Q2 2023, an estimated $171.
Harbour Investments first reported a position in Wallbox in Q2 2022 and held it in 4 quarters.
Harbour Investments's Wallbox position peaked at $171 in Q1 2023.
40 funds tracked by Wall St. Rank held Wallbox as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.