Adams Wealth Management’s Warner Bros WBD Stock Holding History

Adams 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
2020 Q4	–	Sell	-81	Closed	-$2K	–	336
2020 Q3	$2K	Buy	+81	New	+$1.77K	﹤0.01%	298

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adams Wealth Management's WBD Position: Q4 2020 in Review

Adams Wealth Management sold out of Warner Bros (WBD) in Q4 2020, closing a stake of 81 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in WBD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 543 funds tracked by Wall St. Rank hold WBD as of Q4 2020.

Adams Wealth Management reported no remaining Warner Bros position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 81 Warner Bros shares in Q4 2020, an estimated $2K.
Adams Wealth Management first reported a position in Warner Bros in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Warner Bros position peaked at $2K in Q3 2020.
543 funds tracked by Wall St. Rank held Warner Bros as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.