Vontobel Holding’s Wallbox WBX Stock Holding History

Vontobel Holding’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 Q3	–	Sell	-552	Closed	-$39.1K	–	1137
2023 Q2	$39.1K	Hold	552	–	–	﹤0.01%	1082
2023 Q1	$54K	Buy	552 +38	+7%	+$3.79K	﹤0.01%	1047
2022 Q4	$36.8K	Sell	514 -7,955	-94%	-$902K	﹤0.01%	1068
2022 Q3	$1.33M	Sell	8,469 -215	-2%	-$38.3K	0.02%	483
2022 Q2	$1.54M	Buy	+8,684	New	+$1.87M	0.02%	435

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

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

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

Vontobel Holding's WBX Position: Q3 2023 in Review

Vontobel Holding sold out of Wallbox (WBX) in Q3 2023, closing a stake of 552 shares — an estimated $39.1K sold.

Vontobel Holding first reported a position in WBX in Q2 2022 and held it in 5 quarters. The position peaked at $1.54M in Q2 2022. 39 funds tracked by Wall St. Rank hold WBX as of Q3 2023.

Vontobel Holding reported no remaining Wallbox position as of Q3 2023 after selling out during the quarter.
Vontobel Holding sold 552 Wallbox shares in Q3 2023, an estimated $39.1K.
Vontobel Holding first reported a position in Wallbox in Q2 2022 and held it in 5 quarters.
Vontobel Holding's Wallbox position peaked at $1.54M in Q2 2022.
39 funds tracked by Wall St. Rank held Wallbox as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.