AF
WBT

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

Allworth 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
2022
Q3 		– Sell
-5
Closed – – 3273
2022
Q2 		$0 Buy
+5
New +$118 ﹤0.01% 2970
2020
Q2 		– Sell
-351
Closed -$2K – 1416
2020
Q1 		$2K Buy
+351
New +$4.22K ﹤0.01% 1102

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Allworth Financial's WBT Position: Q3 2022 in Review

Allworth Financial sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 5 shares.

Allworth Financial first reported a position in WBT in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Allworth Financial reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 5 Welbilt, Inc. shares in Q3 2022.
  • Allworth Financial first reported a position in Welbilt, Inc. in Q1 2020 and held it in 2 quarters.
  • Allworth Financial's Welbilt, Inc. position peaked at $2K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.