PCIA
WBX

Prime Capital Investment Advisors’s Wallbox WBX Stock Holding History

Prime Capital Investment Advisors’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
Q4 		– Sell
-706
Closed -$31.8K – 988
2023
Q3 		$31.8K Sell
706
-38
-5% -$2.48K ﹤0.01% 745
2023
Q2 		$52.7K Sell
744
-484
-39% -$32K ﹤0.01% 747
2023
Q1 		$120K Buy
+1,228
New +$123K ﹤0.01% 524

Other funds holding WBX

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prime Capital Investment Advisors's WBX Position: Q4 2023 in Review

Prime Capital Investment Advisors sold out of Wallbox (WBX) in Q4 2023, closing a stake of 706 shares — an estimated $31.8K sold.

Prime Capital Investment Advisors first reported a position in WBX in Q1 2023 and held it in 3 quarters. The position peaked at $120K in Q1 2023. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

  • Prime Capital Investment Advisors reported no remaining Wallbox position as of Q4 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 706 Wallbox shares in Q4 2023, an estimated $31.8K.
  • Prime Capital Investment Advisors first reported a position in Wallbox in Q1 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Wallbox position peaked at $120K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.