AA
WBD icon

Axiom Advisory’s Warner Bros WBD Stock Holding History

Axiom Advisory’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 		$150K Sell
19,200
-108
-0.6% -$844 ﹤0.01% 291
2024
Q2 		$155K Buy
+19,308
New +$155K ﹤0.01% 284

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

Axiom Advisory's WBD Position: Q3 2024 in Review

Axiom Advisory reduced its Warner Bros (WBD) stake by 0.56% in Q3 2024, selling an estimated $844 and leaving 19,200 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Axiom Advisory first reported a position in WBD in Q2 2024 and has held it in 2 quarters since. The position peaked at $155K in Q2 2024. 1,147 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • Axiom Advisory held 19,200 shares of Warner Bros worth $150K as of Q3 2024.
  • Axiom Advisory sold 108 Warner Bros shares in Q3 2024, an estimated $844.
  • Warner Bros made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #291 holding.
  • Axiom Advisory first reported a position in Warner Bros in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Warner Bros position peaked at $155K in Q2 2024.
  • 1,147 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.