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Alta Wealth Advisors’s Warner Bros WBD Stock Holding History

Alta Wealth 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
2024
Q1 		– Sell
-14,336
Closed -$163K – 133
2023
Q4 		$163K Sell
14,336
-1,171
-8% -$12.6K 0.09% 126
2023
Q3 		$168K Buy
15,507
+35
+0.2% +$437 0.1% 126
2023
Q2 		$194K Sell
15,472
-500
-3% -$6.49K 0.11% 131
2023
Q1 		$241K Buy
+15,972
New +$227K 0.15% 128

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Wealth Advisors's WBD Position: Q1 2024 in Review

Alta Wealth Advisors sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 14,336 shares — an estimated $163K sold.

Alta Wealth Advisors first reported a position in WBD in Q1 2023 and held it in 4 quarters. The position peaked at $241K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • Alta Wealth Advisors reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 14,336 Warner Bros shares in Q1 2024, an estimated $163K.
  • Alta Wealth Advisors first reported a position in Warner Bros in Q1 2023 and held it in 4 quarters.
  • Alta Wealth Advisors's Warner Bros position peaked at $241K in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on Alta Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.