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Alera Investment Advisors’s Warner Bros WBD Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-124
Closed -$3K – 1003
2019
Q1 		$3K Hold
124
– – ﹤0.01% 758
2018
Q4 		$3K Buy
+124
New +$3.78K ﹤0.01% 714

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Alera Investment Advisors's WBD Position: Q2 2019 in Review

Alera Investment Advisors sold out of Warner Bros (WBD) in Q2 2019, closing a stake of 124 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in WBD in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 519 funds tracked by Wall St. Rank hold WBD as of Q2 2019.

  • Alera Investment Advisors reported no remaining Warner Bros position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 124 Warner Bros shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Warner Bros in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Warner Bros position peaked at $3K in Q1 2019.
  • 519 funds tracked by Wall St. Rank held Warner Bros as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.