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Baldwin Wealth Partners’s Warner Bros WBD Stock Holding History

Baldwin 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
2024
Q4 		– Sell
-1,725
Closed -$14.2K – 1024
2024
Q3 		$14.2K Buy
1,725
+121
+8% +$946 ﹤0.01% 747
2024
Q2 		$11.9K Hold
1,604
– – ﹤0.01% 521
2024
Q1 		$14K Hold
1,604
– – ﹤0.01% 526
2023
Q4 		$18.3K Sell
1,604
-93
-5% -$1K ﹤0.01% 509
2023
Q3 		$18.4K Hold
1,697
– – ﹤0.01% 520
2023
Q2 		$21.3K Sell
1,697
-166
-9% -$2.15K ﹤0.01% 528
2023
Q1 		$28.1K Hold
1,863
– – ﹤0.01% 506
2022
Q4 		$17.7K Buy
1,863
+1,604
+619% +$18.1K ﹤0.01% 552
2022
Q3 		$3K Sell
259
-362
-58% -$4.92K ﹤0.01% 609
2022
Q2 		$8K Buy
+621
New +$11.5K ﹤0.01% 558
2016
Q3 		– Sell
-365
Closed -$9K – 570
2016
Q2 		$9K Buy
+365
New +$9.97K ﹤0.01% 407
2014
Q1 		– Sell
-18,615
Closed -$860K – 256
2013
Q4 		$860K Sell
18,615
-11,992
-39% -$519K 0.14% 143
2013
Q3 		$1.32M Sell
30,607
-1,881
-6% -$78.2K 0.24% 98
2013
Q2 		$1.28M Buy
+32,488
New +$1.29M 0.25% 95

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Baldwin Wealth Partners's WBD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 1,725 shares — an estimated $14.2K sold.

Baldwin Wealth Partners first reported a position in WBD in Q2 2013 and held it in 14 quarters. The position peaked at $1.32M in Q3 2013. 1,203 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,725 Warner Bros shares in Q4 2024, an estimated $14.2K.
  • Baldwin Wealth Partners first reported a position in Warner Bros in Q2 2013 and held it in 14 quarters.
  • Baldwin Wealth Partners's Warner Bros position peaked at $1.32M in Q3 2013.
  • 1,203 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.