Ameriprise’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-151,581
| Closed | -$3.61M | – | 4083 |
|
|
2022
Q2 | $3.61M | Sell |
151,581
-55,860
| -27% | -$1.32M | ﹤0.01% | 2507 |
|
|
2022
Q1 | $4.93M | Buy |
207,441
+23,622
| +13% | +$561K | ﹤0.01% | 2437 |
|
|
2021
Q4 | $4.37M | Sell |
183,819
-1,503
| -0.8% | -$35.6K | ﹤0.01% | 2565 |
|
|
2021
Q3 | $4.31M | Buy |
185,322
+17,195
| +10% | +$404K | ﹤0.01% | 2494 |
|
|
2021
Q2 | $3.89M | Buy |
+168,127
| New | +$3.57M | ﹤0.01% | 2616 |
|
|
2020
Q2 | – | Sell |
-15,575
| Closed | -$80K | – | 3760 |
|
|
2020
Q1 | $80K | Sell |
15,575
-711,990
| -98% | -$8.57M | ﹤0.01% | 3552 |
|
|
2019
Q4 | $11.4M | Buy |
727,565
+180,764
| +33% | +$3.09M | ﹤0.01% | 1642 |
|
|
2019
Q3 | $9.21M | Buy |
546,801
+35,246
| +7% | +$572K | ﹤0.01% | 1763 |
|
|
2019
Q2 | $8.53M | Buy |
511,555
+174,994
| +52% | +$2.86M | ﹤0.01% | 1850 |
|
|
2019
Q1 | $5.51M | Sell |
336,561
-51,838
| -13% | -$756K | ﹤0.01% | 2160 |
|
|
2018
Q4 | $4.31M | Sell |
388,399
-572,537
| -60% | -$8.83M | ﹤0.01% | 2219 |
|
|
2018
Q3 | $19.7M | Buy |
960,936
+255,936
| +36% | +$5.64M | 0.01% | 1313 |
|
|
2018
Q2 | $15.7M | Buy |
705,000
+78,518
| +13% | +$1.57M | 0.01% | 1365 |
|
|
2018
Q1 | $12.2M | Buy |
626,482
+16,571
| +3% | +$354K | 0.01% | 1513 |
|
|
2017
Q4 | $14.3M | Buy |
609,911
+193,101
| +46% | +$4.26M | 0.01% | 1322 |
|
|
2017
Q3 | $9.61M | Buy |
416,810
+338,920
| +435% | +$6.85M | ﹤0.01% | 1611 |
|
|
2017
Q2 | $1.47M | Sell |
77,890
-151,935
| -66% | -$2.97M | ﹤0.01% | 2757 |
|
|
2017
Q1 | $4.51M | Buy |
229,825
+11,326
| +5% | +$217K | ﹤0.01% | 2121 |
|
|
2016
Q4 | $4.22M | Buy |
218,499
+10,623
| +5% | +$181K | ﹤0.01% | 2165 |
|
|
2016
Q3 | $3.37M | Buy |
+207,876
| New | +$3.55M | ﹤0.01% | 2272 |
|
Other funds holding WBT
Ameriprise's WBT Position: Q3 2022 in Review
Ameriprise sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 151,581 shares — an estimated $3.61M sold.
Ameriprise first reported a position in WBT in Q3 2016 and held it in 20 quarters. The position peaked at $19.7M in Q3 2018. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Ameriprise reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Ameriprise sold 151,581 Welbilt, Inc. shares in Q3 2022, an estimated $3.61M.
- Ameriprise first reported a position in Welbilt, Inc. in Q3 2016 and held it in 20 quarters.
- Ameriprise's Welbilt, Inc. position peaked at $19.7M in Q3 2018.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Ameriprise's 13F filing for Q3 2022, filed 14 Nov 2022.