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Amplius Wealth Advisors’s Warner Bros WBD Stock Holding History

Amplius 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
-17,792
Closed -$202K – 187
2023
Q4 		$202K Buy
17,792
+830
+5% +$8.96K 0.02% 165
2023
Q3 		$184K Buy
16,962
+69
+0.4% +$861 0.02% 157
2023
Q2 		$212K Sell
16,893
-17
-0.1% -$221 0.03% 157
2023
Q1 		$255K Buy
16,910
+16
+0.1% +$228 0.04% 137
2022
Q4 		$160K Sell
16,894
-414
-2% -$4.67K 0.03% 158
2022
Q3 		$199K Buy
17,308
+239
+1% +$3.25K 0.04% 151
2022
Q2 		$229K Buy
+17,069
New +$317K 0.04% 146
2022
Q1 		– Sell
-87
Closed -$2K – 912
2021
Q4 		$2K Buy
+87
New +$2.17K ﹤0.01% 864

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

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

Amplius Wealth Advisors sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 17,792 shares — an estimated $202K sold.

Amplius Wealth Advisors first reported a position in WBD in Q4 2021 and held it in 8 quarters. The position peaked at $255K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • Amplius Wealth Advisors reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 17,792 Warner Bros shares in Q1 2024, an estimated $202K.
  • Amplius Wealth Advisors first reported a position in Warner Bros in Q4 2021 and held it in 8 quarters.
  • Amplius Wealth Advisors's Warner Bros position peaked at $255K in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on Amplius Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.