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Avantax Planning Partners’s Warner Bros WBD Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-10,462
Closed -$77.8K – 488
2024
Q2 		$77.8K Buy
+10,462
New +$83.8K ﹤0.01% 455
2023
Q2 		– Sell
-11,086
Closed -$167K – 390
2023
Q1 		$167K Sell
11,086
-571
-5% -$8.13K 0.01% 359
2022
Q4 		$111K Buy
11,657
+1,578
+16% +$17.8K ﹤0.01% 357
2022
Q3 		$116K Sell
10,079
-1,381
-12% -$18.8K 0.01% 335
2022
Q2 		$154K Buy
+11,460
New +$213K 0.01% 326
2018
Q4 		– Sell
-105
Closed -$3K – 1184
2018
Q3 		$3K Buy
+105
New +$2.96K ﹤0.01% 1280
2018
Q2 		– Sell
-105
Closed -$2K – 1471
2018
Q1 		$2K Buy
+105
New +$2.5K ﹤0.01% 1636

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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Avantax Planning Partners's WBD Position: Q3 2024 in Review

Avantax Planning Partners sold out of Warner Bros (WBD) in Q3 2024, closing a stake of 10,462 shares — an estimated $77.8K sold.

Avantax Planning Partners first reported a position in WBD in Q1 2018 and held it in 7 quarters. The position peaked at $167K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • Avantax Planning Partners reported no remaining Warner Bros position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 10,462 Warner Bros shares in Q3 2024, an estimated $77.8K.
  • Avantax Planning Partners first reported a position in Warner Bros in Q1 2018 and held it in 7 quarters.
  • Avantax Planning Partners's Warner Bros position peaked at $167K in Q1 2023.
  • 1,147 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.