MGO Private Wealth’s Wallbox WBX Stock Holding History

MGO Private Wealth’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	-867	Closed	-$30.4K	–	84
2023 Q4	$30.4K	Buy	867 +20	+2%	+$716	0.02%	74
2023 Q3	$38.1K	Buy	+847	New	+$55.2K	0.03%	68

Other funds holding WBX

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

Norges Bank Oslo, Norway $935B AUM

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

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 $26.4B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGO Private Wealth's WBX Position: Q1 2024 in Review

MGO Private Wealth sold out of Wallbox (WBX) in Q1 2024, closing a stake of 867 shares — an estimated $30.4K sold.

MGO Private Wealth first reported a position in WBX in Q3 2023 and held it in 2 quarters. The position peaked at $38.1K in Q3 2023. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

MGO Private Wealth reported no remaining Wallbox position as of Q1 2024 after selling out during the quarter.
MGO Private Wealth sold 867 Wallbox shares in Q1 2024, an estimated $30.4K.
MGO Private Wealth first reported a position in Wallbox in Q3 2023 and held it in 2 quarters.
MGO Private Wealth's Wallbox position peaked at $38.1K in Q3 2023.
42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on MGO Private Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.