Jump Financial’s Wallbox WBX Stock Holding History

Jump Financial’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 Q3	–	Sell	-2,915	Closed	-$206K	–	2290
2023 Q2	$206K	Buy	+2,915	New	+$193K	0.01%	1506
2022 Q3	–	Sell	-1,224	Closed	-$217K	–	2018
2022 Q2	$217K	Buy	+1,224	New	+$263K	0.01%	1255

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

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jump Financial's WBX Position: Q3 2023 in Review

Jump Financial sold out of Wallbox (WBX) in Q3 2023, closing a stake of 2,915 shares — an estimated $206K sold.

Jump Financial first reported a position in WBX in Q2 2022 and held it in 2 quarters. The position peaked at $217K in Q2 2022. 39 funds tracked by Wall St. Rank hold WBX as of Q3 2023.

Jump Financial reported no remaining Wallbox position as of Q3 2023 after selling out during the quarter.
Jump Financial sold 2,915 Wallbox shares in Q3 2023, an estimated $206K.
Jump Financial first reported a position in Wallbox in Q2 2022 and held it in 2 quarters.
Jump Financial's Wallbox position peaked at $217K in Q2 2022.
39 funds tracked by Wall St. Rank held Wallbox as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.