UBS AM’s Wallbox WBX Stock Holding History

UBS AM’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	-21,415	Closed	-$561K	–	2862
2024 Q2	$561K	Buy	+21,415	New	+$621K	﹤0.01%	2600

Other funds holding WBX

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS AM's WBX Position: Q3 2024 in Review

UBS AM sold out of Wallbox (WBX) in Q3 2024, closing a stake of 21,415 shares — an estimated $561K sold.

UBS AM first reported a position in WBX in Q2 2024 and held it in 1 quarter. The position peaked at $561K in Q2 2024. 31 funds tracked by Wall St. Rank hold WBX as of Q3 2024.

UBS AM reported no remaining Wallbox position as of Q3 2024 after selling out during the quarter.
UBS AM sold 21,415 Wallbox shares in Q3 2024, an estimated $561K.
UBS AM first reported a position in Wallbox in Q2 2024 and held it in 1 quarter.
UBS AM's Wallbox position peaked at $561K in Q2 2024.
31 funds tracked by Wall St. Rank held Wallbox as of Q3 2024.

Based on UBS AM's 13F filing for Q3 2024, filed 14 Nov 2024.