Private Advisory Group’s Wallbox WBX Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-25,016	Closed	-$2.45M	–	236
2023 Q1	$2.45M	Buy	+25,016	New	+$2.5M	0.52%	49

Other funds holding WBX

Norges Bank Oslo, Norway $935B AUM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Private Advisory Group's WBX Position: Q2 2023 in Review

Private Advisory Group sold out of Wallbox (WBX) in Q2 2023, closing a stake of 25,016 shares — an estimated $2.45M sold.

Private Advisory Group first reported a position in WBX in Q1 2023 and held it in 1 quarter. The position peaked at $2.45M in Q1 2023. 40 funds tracked by Wall St. Rank hold WBX as of Q2 2023.

Private Advisory Group reported no remaining Wallbox position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 25,016 Wallbox shares in Q2 2023, an estimated $2.45M.
Private Advisory Group first reported a position in Wallbox in Q1 2023 and held it in 1 quarter.
Private Advisory Group's Wallbox position peaked at $2.45M in Q1 2023.
40 funds tracked by Wall St. Rank held Wallbox as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.