Arax Advisory Partners’s Welbilt, Inc. WBT Stock Holding History

Arax Advisory 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	-322	Closed	-$8K	–	1294
2022 Q2	$8K	Hold	322	–	–	﹤0.01%	695
2022 Q1	$8K	Buy	322 +300	+1,364%	+$7.12K	﹤0.01%	696
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	1130
2021 Q3	$1K	Buy	+22	New	+$517	﹤0.01%	979
2020 Q2	–	Sell	-198	Closed	-$1K	–	721
2020 Q1	$1K	Hold	198	–	–	﹤0.01%	670
2019 Q4	$3K	Hold	198	–	–	﹤0.01%	545
2019 Q3	$3K	Hold	198	–	–	﹤0.01%	548
2019 Q2	$3K	Buy	+198	New	+$3.24K	﹤0.01%	547
2018 Q4	$2K	Hold	198	–	–	﹤0.01%	536
2018 Q3	$4K	Buy	+198	New	+$4.36K	﹤0.01%	546

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Arax Advisory Partners's WBT Position: Q3 2022 in Review

Arax Advisory Partners sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 322 shares — an estimated $8K sold.

Arax Advisory Partners first reported a position in WBT in Q3 2018 and held it in 10 quarters. The position peaked at $8K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Arax Advisory Partners reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Arax Advisory Partners sold 322 Welbilt, Inc. shares in Q3 2022, an estimated $8K.
Arax Advisory Partners first reported a position in Welbilt, Inc. in Q3 2018 and held it in 10 quarters.
Arax Advisory Partners's Welbilt, Inc. position peaked at $8K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Arax Advisory Partners's 13F filing for Q3 2022, filed 3 Nov 2022.