Invesco
WBX

Invesco’s Wallbox WBX Stock Holding History

Invesco’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
2024
Q4 		– Sell
-184,519
Closed -$4.5M – 3815
2024
Q3 		$4.5M Buy
184,519
+5,991
+3% +$164K ﹤0.01% 2283
2024
Q2 		$4.68M Buy
178,528
+4,121
+2% +$119K ﹤0.01% 2227
2024
Q1 		$4.95M Buy
174,407
+15,840
+10% +$476K ﹤0.01% 2246
2023
Q4 		$5.55M Buy
158,567
+12,617
+9% +$451K ﹤0.01% 2183
2023
Q3 		$6.57M Sell
145,950
-12,595
-8% -$821K ﹤0.01% 2051
2023
Q2 		$11.2M Buy
158,545
+50,638
+47% +$3.35M ﹤0.01% 1735
2023
Q1 		$10.6M Sell
107,907
-49,282
-31% -$4.92M ﹤0.01% 1749
2022
Q4 		$11.3M Buy
157,189
+74,758
+91% +$8.47M ﹤0.01% 1767
2022
Q3 		$13M Buy
82,431
+4,748
+6% +$846K ﹤0.01% 1624
2022
Q2 		$13.8M Buy
77,683
+949
+1% +$204K ﹤0.01% 1615
2022
Q1 		$19.6M Sell
76,734
-2,634
-3% -$699K 0.01% 1530
2021
Q4 		$25.9M Buy
+79,368
New +$21.8M 0.01% 1390

Other funds holding WBX

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco's WBX Position: Q4 2024 in Review

Invesco sold out of Wallbox (WBX) in Q4 2024, closing a stake of 184,519 shares — an estimated $4.5M sold.

Invesco first reported a position in WBX in Q4 2021 and held it in 12 quarters. The position peaked at $25.9M in Q4 2021. 37 funds tracked by Wall St. Rank hold WBX as of Q4 2024.

  • Invesco reported no remaining Wallbox position as of Q4 2024 after selling out during the quarter.
  • Invesco sold 184,519 Wallbox shares in Q4 2024, an estimated $4.5M.
  • Invesco first reported a position in Wallbox in Q4 2021 and held it in 12 quarters.
  • Invesco's Wallbox position peaked at $25.9M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Wallbox as of Q4 2024.

Based on Invesco's 13F filing for Q4 2024, filed 13 Feb 2025.