SWM
WBX

Spire Wealth Management’s Wallbox WBX Stock Holding History

Spire Wealth 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
Q3 		– Sell
-100
Closed -$2.62K – 2277
2024
Q2 		$2.62K Sell
100
-50
-33% -$1.45K ﹤0.01% 1963
2024
Q1 		$4.26K Hold
150
– – ﹤0.01% 1968
2023
Q4 		$4.38K Hold
150
– – ﹤0.01% 1987
2023
Q3 		$6.75K Sell
150
-145
-49% -$9.46K ﹤0.01% 1849
2023
Q2 		$20.9K Buy
+295
New +$19.5K ﹤0.01% 1576

Other funds holding WBX

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spire Wealth Management's WBX Position: Q3 2024 in Review

Spire Wealth Management sold out of Wallbox (WBX) in Q3 2024, closing a stake of 100 shares — an estimated $2.62K sold.

Spire Wealth Management first reported a position in WBX in Q2 2023 and held it in 5 quarters. The position peaked at $20.9K in Q2 2023. 31 funds tracked by Wall St. Rank hold WBX as of Q3 2024.

  • Spire Wealth Management reported no remaining Wallbox position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 100 Wallbox shares in Q3 2024, an estimated $2.62K.
  • Spire Wealth Management first reported a position in Wallbox in Q2 2023 and held it in 5 quarters.
  • Spire Wealth Management's Wallbox position peaked at $20.9K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Wallbox as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.