Prelude Capital Management’s Wallbox WBX Stock Holding History

Prelude Capital 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 Q1	–	Sell	-592	Closed	-$20.7K	–	1549
2023 Q4	$20.7K	Buy	+592	New	+$21.2K	﹤0.01%	1094
2023 Q2	–	Sell	-1,122	Closed	-$110K	–	1370
2023 Q1	$110K	Buy	1,122 +208	+23%	+$20.8K	0.01%	943
2022 Q4	$65.4K	Sell	914 -442	-33%	-$50.1K	﹤0.01%	1115
2022 Q3	$214K	Buy	1,356 +514	+61%	+$91.6K	0.01%	1048
2022 Q2	$150K	Sell	842 -1,430	-63%	-$307K	﹤0.01%	1349
2022 Q1	$579K	Buy	2,272 +274	+14%	+$72.7K	0.02%	802
2021 Q4	$653K	Buy	+1,998	New	+$549K	0.02%	858

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 $31B AUM 28.39% 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

Prelude Capital Management's WBX Position: Q1 2024 in Review

Prelude Capital Management sold out of Wallbox (WBX) in Q1 2024, closing a stake of 592 shares — an estimated $20.7K sold.

Prelude Capital Management first reported a position in WBX in Q4 2021 and held it in 7 quarters. The position peaked at $653K in Q4 2021. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

Prelude Capital Management reported no remaining Wallbox position as of Q1 2024 after selling out during the quarter.
Prelude Capital Management sold 592 Wallbox shares in Q1 2024, an estimated $20.7K.
Prelude Capital Management first reported a position in Wallbox in Q4 2021 and held it in 7 quarters.
Prelude Capital Management's Wallbox position peaked at $653K in Q4 2021.
42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on Prelude Capital Management's 13F filing for Q1 2024, filed 15 May 2024.