MSWM
WBX

McGlone Suttner Wealth Management’s Wallbox WBX Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-5
Closed -$175 – 771
2023
Q4 		$175 Buy
+5
New +$179 ﹤0.01% 759

Other funds holding WBX

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McGlone Suttner Wealth Management's WBX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Wallbox (WBX) in Q1 2024, closing a stake of 5 shares — an estimated $175 sold.

McGlone Suttner Wealth Management first reported a position in WBX in Q4 2023 and held it in 1 quarter. The position peaked at $175 in Q4 2023. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Wallbox position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 5 Wallbox shares in Q1 2024, an estimated $175.
  • McGlone Suttner Wealth Management first reported a position in Wallbox in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Wallbox position peaked at $175 in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.