MFG
WBX

Mendota Financial Group’s Wallbox WBX Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-9
Closed -$405 – 409
2023
Q3 		$405 Hold
9
– – ﹤0.01% 280
2023
Q2 		$638 Buy
+9
New +$595 ﹤0.01% 271
2023
Q1 		– Sell
-9
Closed -$644 – 359
2022
Q4 		$644 Buy
+9
New +$1.02K ﹤0.01% 286

Other funds holding WBX

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mendota Financial Group's WBX Position: Q4 2023 in Review

Mendota Financial Group sold out of Wallbox (WBX) in Q4 2023, closing a stake of 9 shares — an estimated $405 sold.

Mendota Financial Group first reported a position in WBX in Q4 2022 and held it in 3 quarters. The position peaked at $644 in Q4 2022. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

  • Mendota Financial Group reported no remaining Wallbox position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 9 Wallbox shares in Q4 2023, an estimated $405.
  • Mendota Financial Group first reported a position in Wallbox in Q4 2022 and held it in 3 quarters.
  • Mendota Financial Group's Wallbox position peaked at $644 in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.