PCH
WBX

Polar Capital Holdings’s Wallbox WBX Stock Holding History

Polar Capital Holdings’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
2022
Q4 		– Sell
-1,080
Closed -$170 – 396
2022
Q3 		$170 Sell
1,080
-107
-9% -$19.1K ﹤0.01% 378
2022
Q2 		$211 Sell
1,187
-80
-6% -$17.2K ﹤0.01% 379
2022
Q1 		$323 Buy
+1,267
New +$336K ﹤0.01% 397

Other funds holding WBX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Polar Capital Holdings's WBX Position: Q4 2022 in Review

Polar Capital Holdings sold out of Wallbox (WBX) in Q4 2022, closing a stake of 1,080 shares — an estimated $170 sold.

Polar Capital Holdings first reported a position in WBX in Q1 2022 and held it in 3 quarters. The position peaked at $323 in Q1 2022. 50 funds tracked by Wall St. Rank hold WBX as of Q4 2022.

  • Polar Capital Holdings reported no remaining Wallbox position as of Q4 2022 after selling out during the quarter.
  • Polar Capital Holdings sold 1,080 Wallbox shares in Q4 2022, an estimated $170.
  • Polar Capital Holdings first reported a position in Wallbox in Q1 2022 and held it in 3 quarters.
  • Polar Capital Holdings's Wallbox position peaked at $323 in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Wallbox as of Q4 2022.

Based on Polar Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.