AWM
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Abound Wealth Management’s Warner Bros WBD Stock Holding History

Abound Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.79K Sell
292
-218
-43% -$5.9K ﹤0.01% 521
2026
Q1 		$14K Buy
510
+449
+736% +$12.6K ﹤0.01% 471
2025
Q4 		$1.75K Sell
61
-283
-82% -$6.61K ﹤0.01% 866
2025
Q3 		$6.72K Buy
344
+13
+4% +$177 ﹤0.01% 574
2025
Q2 		$3.79K Buy
331
+74
+29% +$690 ﹤0.01% 639
2025
Q1 		$2.76K Sell
257
-111
-30% -$1.16K ﹤0.01% 647
2024
Q4 		$3.89K Sell
368
-18
-5% -$167 ﹤0.01% 580
2024
Q3 		$3.19K Sell
386
-26
-6% -$203 ﹤0.01% 636
2024
Q2 		$3.06K Buy
412
+39
+10% +$312 ﹤0.01% 592
2024
Q1 		$3.26K Sell
373
-153
-29% -$1.47K ﹤0.01% 610
2023
Q4 		$5.99K Buy
526
+161
+44% +$1.74K ﹤0.01% 466
2023
Q3 		$3.96K Sell
365
-3
-0.8% -$37 ﹤0.01% 509
2023
Q2 		$4.62K Sell
368
-37
-9% -$480 ﹤0.01% 504
2023
Q1 		$6.12K Buy
405
+227
+128% +$3.23K ﹤0.01% 361
2022
Q4 		$1.69K Sell
178
-1
-0.6% -$11 ﹤0.01% 558
2022
Q3 		$2.06K Buy
+179
New +$2.43K ﹤0.01% 477

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return