Raymond James & Associates’s Wallbox WBX Stock Holding History

Raymond James & Associates’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 Q3	$12.2K	Buy	+500	New	+$13.7K	﹤0.01%	3963

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James & Associates's WBX Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Wallbox (WBX) in Q3 2024: 500 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #3963 among its holdings.

31 funds tracked by Wall St. Rank hold WBX as of Q3 2024.

Raymond James & Associates held 500 shares of Wallbox worth $12.2K as of Q3 2024.
Wallbox was a new Raymond James & Associates position in Q3 2024.
Wallbox made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3963 holding.
31 funds tracked by Wall St. Rank held Wallbox as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.