IFP Advisors’s Wallbox WBX Stock Holding History

IFP 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 Q1	–	Sell	-1	Closed	-$1K	–	4438
2022 Q4	$1K	Sell	1 -55	-98%	-$6.24K	﹤0.01%	4510
2022 Q3	$14K	Hold	56	–	–	﹤0.01%	3417
2022 Q2	$13K	Hold	56	–	–	﹤0.01%	3224
2022 Q1	$13K	Buy	+56	New	+$14.9K	﹤0.01%	3224

Other funds holding WBX

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

Norges Bank Oslo, Norway $935B AUM

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

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IFP Advisors's WBX Position: Q1 2023 in Review

IFP Advisors sold out of Wallbox (WBX) in Q1 2023, closing a stake of 1 share — an estimated $1K sold.

IFP Advisors first reported a position in WBX in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q3 2022. 52 funds tracked by Wall St. Rank hold WBX as of Q1 2023.

IFP Advisors reported no remaining Wallbox position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1 Wallbox share in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Wallbox in Q1 2022 and held it in 4 quarters.
IFP Advisors's Wallbox position peaked at $14K in Q3 2022.
52 funds tracked by Wall St. Rank held Wallbox as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.