Mine & Arao Wealth Creation & Management’s Wallbox WBX Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-64	Closed	-$1.82K	–	365
2024 Q1	$1.82K	Hold	64	–	–	﹤0.01%	289
2023 Q4	$2.24K	Buy	64 +26	+68%	+$930	﹤0.01%	283
2023 Q3	$1.69K	Buy	+38	New	+$2.48K	﹤0.01%	291

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Mine & Arao Wealth Creation & Management's WBX Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Wallbox (WBX) in Q2 2024, closing a stake of 64 shares — an estimated $1.82K sold.

Mine & Arao Wealth Creation & Management first reported a position in WBX in Q3 2023 and held it in 3 quarters. The position peaked at $2.24K in Q4 2023. 31 funds tracked by Wall St. Rank hold WBX as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Wallbox position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 64 Wallbox shares in Q2 2024, an estimated $1.82K.
Mine & Arao Wealth Creation & Management first reported a position in Wallbox in Q3 2023 and held it in 3 quarters.
Mine & Arao Wealth Creation & Management's Wallbox position peaked at $2.24K in Q4 2023.
31 funds tracked by Wall St. Rank held Wallbox as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.