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AMJ Financial Wealth Management’s Warner Bros WBD Stock Holding History

AMJ Financial Wealth Management’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
2020
Q1 		– Sell
-6,218
Closed -$204K – 65
2019
Q4 		$204K Buy
+6,218
New +$187K 0.14% 67

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMJ Financial Wealth Management's WBD Position: Q1 2020 in Review

AMJ Financial Wealth Management sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 6,218 shares — an estimated $204K sold.

AMJ Financial Wealth Management first reported a position in WBD in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 522 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

  • AMJ Financial Wealth Management reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 6,218 Warner Bros shares in Q1 2020, an estimated $204K.
  • AMJ Financial Wealth Management first reported a position in Warner Bros in Q4 2019 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Warner Bros position peaked at $204K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.