BRWM
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B. Riley Wealth Management’s Warner Bros WBD Stock Holding History

B. Riley 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
2022
Q2 		$3.15K Buy
+32,634
New +$605K ﹤0.01% 173
2022
Q1 		– Sell
-8,600
Closed -$202K – 712
2021
Q4 		$202K Buy
+8,600
New +$214K 0.01% 587
2018
Q4 		– Sell
-9,560
Closed -$306K – 411
2018
Q3 		$306K Buy
+9,560
New +$269K 0.08% 217
2015
Q3 		– Sell
-1,850
Closed -$61K – 748
2015
Q2 		$61K Hold
1,850
– – 0.05% 370
2015
Q1 		$56K Sell
1,850
-150
-8% -$4.71K 0.04% 392
2014
Q4 		$68K Hold
2,000
– – 0.06% 337
2014
Q3 		$75K Sell
2,000
-1,914
-49% -$79.7K 0.06% 344
2014
Q2 		$148K Sell
3,914
-1,370
-26% -$53.9K 0.1% 268
2014
Q1 		$223K Buy
+5,284
New +$223K 0.16% 168

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return