BDO Wealth Advisors’s Warner Bros WBD Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$155K	Hold	12,356	–	–	0.02%	285
2023 Q1	$187K	Sell	12,356 -13	-0.1%	-$185	0.02%	258
2022 Q4	$117K	Sell	12,369 -243	-2%	-$2.74K	0.01%	312
2022 Q3	$145K	Buy	12,612 +124	+1%	+$1.69K	0.02%	287
2022 Q2	$168K	Buy	+12,488	New	+$232K	0.02%	272
2021 Q2	–	Sell	-100	Closed	-$4K	–	1214
2021 Q1	$4K	Buy	+100	New	+$4.99K	﹤0.01%	902
2020 Q2	–	Sell	-590	Closed	-$11K	–	770
2020 Q1	$11K	Buy	+590	New	+$16.2K	﹤0.01%	537

Other funds holding WBD

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's WBD Position: Q2 2023 in Review

BDO Wealth Advisors held its Warner Bros (WBD) position steady in Q2 2023 at 12,356 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #285.

BDO Wealth Advisors first reported a position in WBD in Q1 2020 and has held it in 7 quarters since. The position peaked at $187K in Q1 2023. 1,277 funds tracked by Wall St. Rank hold WBD as of Q2 2023.

BDO Wealth Advisors held 12,356 shares of Warner Bros worth $155K as of Q2 2023.
BDO Wealth Advisors left its Warner Bros share count unchanged in Q2 2023.
Warner Bros made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #285 holding.
BDO Wealth Advisors first reported a position in Warner Bros in Q1 2020 and has held it in 7 quarters since.
BDO Wealth Advisors's Warner Bros position peaked at $187K in Q1 2023.
1,277 funds tracked by Wall St. Rank held Warner Bros as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.