AIP
WBT

Ameritas Investment Partners’s Welbilt, Inc. WBT Stock Holding History

Ameritas Investment Partners’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
-10,023
Closed -$238K – 3066
2022
Q2 		$238K Hold
10,023
– – 0.01% 976
2022
Q1 		$238K Hold
10,023
– – 0.01% 1073
2021
Q4 		$238K Hold
10,023
– – 0.01% 1126
2021
Q3 		$233K Sell
10,023
-583
-5% -$13.7K 0.01% 1101
2021
Q2 		$246K Hold
10,606
– – 0.01% 1093
2021
Q1 		$172K Sell
10,606
-805
-7% -$12.1K 0.01% 1317
2020
Q4 		$151K Hold
11,411
– – 0.01% 1311
2020
Q3 		$70K Hold
11,411
– – ﹤0.01% 1641
2020
Q2 		$69K Hold
11,411
– – ﹤0.01% 1645
2020
Q1 		$59K Hold
11,411
– – ﹤0.01% 1571
2019
Q4 		$178K Buy
11,411
+523
+5% +$8.95K 0.01% 1161
2019
Q3 		$184K Sell
10,888
-570
-5% -$9.25K 0.01% 1103
2019
Q2 		$191K Buy
+11,458
New +$187K 0.01% 1088

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 $9.54B AUM 19.86% 1-Year Est. Return

Ameritas Investment Partners's WBT Position: Q3 2022 in Review

Ameritas Investment Partners sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 10,023 shares — an estimated $238K sold.

Ameritas Investment Partners first reported a position in WBT in Q2 2019 and held it in 13 quarters. The position peaked at $246K in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Ameritas Investment Partners reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 10,023 Welbilt, Inc. shares in Q3 2022, an estimated $238K.
  • Ameritas Investment Partners first reported a position in Welbilt, Inc. in Q2 2019 and held it in 13 quarters.
  • Ameritas Investment Partners's Welbilt, Inc. position peaked at $246K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Ameritas Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.