NEIRG Wealth Management’s Wallbox WBX Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-753	Closed	-$53.3K	–	132
2023 Q2	$53.3K	Buy	753 +158	+27%	+$10.4K	0.01%	138
2023 Q1	$58.2K	Buy	+595	New	+$59.4K	0.01%	137

Other funds holding WBX

Norges Bank Oslo, Norway $1T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $71.2B AUM 48.86% 1-Year Est. Return

NEIRG Wealth Management's WBX Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Wallbox (WBX) in Q3 2023, closing a stake of 753 shares — an estimated $53.3K sold.

NEIRG Wealth Management first reported a position in WBX in Q1 2023 and held it in 2 quarters. The position peaked at $58.2K in Q1 2023. 39 funds tracked by Wall St. Rank hold WBX as of Q3 2023.

NEIRG Wealth Management reported no remaining Wallbox position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 753 Wallbox shares in Q3 2023, an estimated $53.3K.
NEIRG Wealth Management first reported a position in Wallbox in Q1 2023 and held it in 2 quarters.
NEIRG Wealth Management's Wallbox position peaked at $58.2K in Q1 2023.
39 funds tracked by Wall St. Rank held Wallbox as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.