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Balboa Wealth Partners’s Warner Bros WBD Stock Holding History

Balboa Wealth 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
2022
Q4 		– Sell
-14,476
Closed -$166K – 290
2022
Q3 		$166K Buy
+14,476
New +$197K 0.07% 192

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Hotchkis & Wiley Capital Management
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BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
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Balboa Wealth Partners's WBD Position: Q4 2022 in Review

Balboa Wealth Partners sold out of Warner Bros (WBD) in Q4 2022, closing a stake of 14,476 shares — an estimated $166K sold.

Balboa Wealth Partners first reported a position in WBD in Q3 2022 and held it in 1 quarter. The position peaked at $166K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2022.

  • Balboa Wealth Partners reported no remaining Warner Bros position as of Q4 2022 after selling out during the quarter.
  • Balboa Wealth Partners sold 14,476 Warner Bros shares in Q4 2022, an estimated $166K.
  • Balboa Wealth Partners first reported a position in Warner Bros in Q3 2022 and held it in 1 quarter.
  • Balboa Wealth Partners's Warner Bros position peaked at $166K in Q3 2022.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2022.

Based on Balboa Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.