Bartlett & Co Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WBT Stock Details WBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-230	Closed	-$3.04K	–	1216
2020 Q4	$3.04K	Hold	230	–	–	﹤0.01%	860
2020 Q3	$1.42K	Hold	230	–	–	﹤0.01%	797
2020 Q2	$1.4K	Hold	230	–	–	﹤0.01%	803
2020 Q1	$1.18K	Hold	230	–	–	﹤0.01%	798
2019 Q4	$3.59K	Hold	230	–	–	﹤0.01%	788
2019 Q3	$3.88K	Buy	+230	New	+$3.73K	﹤0.01%	796
2019 Q2	–	Sell	-2,000	Closed	-$32.8K	–	819
2019 Q1	$32.8K	Hold	2,000	–	–	﹤0.01%	473
2018 Q4	$22.2K	Hold	2,000	–	–	﹤0.01%	512
2018 Q3	$41.8K	Hold	2,000	–	–	﹤0.01%	458
2018 Q2	$44.6K	Hold	2,000	–	–	﹤0.01%	442
2018 Q1	$38.9K	Buy	+2,000	New	+$42.7K	﹤0.01%	448

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bartlett & Co Wealth Management's WBT Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 230 shares — an estimated $3.04K sold.

Bartlett & Co Wealth Management first reported a position in WBT in Q1 2018 and held it in 11 quarters. The position peaked at $44.6K in Q2 2018. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Bartlett & Co Wealth Management reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 230 Welbilt, Inc. shares in Q1 2021, an estimated $3.04K.
Bartlett & Co Wealth Management first reported a position in Welbilt, Inc. in Q1 2018 and held it in 11 quarters.
Bartlett & Co Wealth Management's Welbilt, Inc. position peaked at $44.6K in Q2 2018.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.