AF
WBT

Advisornet Financial’s Welbilt, Inc. WBT Stock Holding History

Advisornet Financial’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,525
Closed -$35K – 2189
2021
Q3 		$35K Sell
1,525
-6,000
-80% -$141K ﹤0.01% 1103
2021
Q2 		$174K Hold
7,525
– – 0.01% 625
2021
Q1 		$122K Hold
7,525
– – 0.01% 693
2020
Q4 		$99K Hold
7,525
– – 0.01% 697
2020
Q3 		$46K Sell
7,525
-500
-6% -$3.37K ﹤0.01% 875
2020
Q2 		$49K Sell
8,025
-1,338
-14% -$7.24K ﹤0.01% 864
2020
Q1 		$48K Buy
9,363
+639
+7% +$7.69K ﹤0.01% 812
2019
Q4 		$136K Sell
8,724
-800
-8% -$13.7K 0.01% 603
2019
Q3 		$161K Buy
9,524
+800
+9% +$13K 0.01% 553
2019
Q2 		$146K Sell
8,724
-76
-0.9% -$1.24K 0.02% 513
2019
Q1 		$144K Hold
8,800
– – 0.02% 476
2018
Q4 		$98K Sell
8,800
-475
-5% -$7.33K 0.01% 523
2018
Q3 		$194K Buy
9,275
+525
+6% +$11.6K 0.02% 420
2018
Q2 		$195K Sell
8,750
-2,811
-24% -$56.2K 0.03% 406
2018
Q1 		$225K Buy
11,561
+6,000
+108% +$128K 0.03% 370
2017
Q4 		$131K Buy
+5,561
New +$123K 0.02% 424

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Advisornet Financial's WBT Position: Q4 2021 in Review

Advisornet Financial sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 1,525 shares — an estimated $35K sold.

Advisornet Financial first reported a position in WBT in Q4 2017 and held it in 16 quarters. The position peaked at $225K in Q1 2018. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

  • Advisornet Financial reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
  • Advisornet Financial sold 1,525 Welbilt, Inc. shares in Q4 2021, an estimated $35K.
  • Advisornet Financial first reported a position in Welbilt, Inc. in Q4 2017 and held it in 16 quarters.
  • Advisornet Financial's Welbilt, Inc. position peaked at $225K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Advisornet Financial's 13F filing for Q4 2021, filed 19 Jan 2022.