Venture Visionary Partners’s Wallbox WBX Stock Holding History

Venture Visionary Partners’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
2022 Q4	–	Sell	-3,000	Closed	-$472K	–	501
2022 Q3	$472K	Hold	3,000	–	–	0.04%	314
2022 Q2	$533K	Hold	3,000	–	–	0.04%	282
2022 Q1	$765K	Hold	3,000	–	–	0.05%	251
2021 Q4	$980K	Buy	+3,000	New	+$824K	0.06%	229

Other funds holding WBX

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Venture Visionary Partners's WBX Position: Q4 2022 in Review

Venture Visionary Partners sold out of Wallbox (WBX) in Q4 2022, closing a stake of 3,000 shares — an estimated $472K sold.

Venture Visionary Partners first reported a position in WBX in Q4 2021 and held it in 4 quarters. The position peaked at $980K in Q4 2021. 50 funds tracked by Wall St. Rank hold WBX as of Q4 2022.

Venture Visionary Partners reported no remaining Wallbox position as of Q4 2022 after selling out during the quarter.
Venture Visionary Partners sold 3,000 Wallbox shares in Q4 2022, an estimated $472K.
Venture Visionary Partners first reported a position in Wallbox in Q4 2021 and held it in 4 quarters.
Venture Visionary Partners's Wallbox position peaked at $980K in Q4 2021.
50 funds tracked by Wall St. Rank held Wallbox as of Q4 2022.

Based on Venture Visionary Partners's 13F filing for Q4 2022, filed 9 Feb 2023.