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Bedel Financial Consulting’s Warner Bros WBD Stock Holding History

Bedel Financial Consulting’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
2020
Q2 		– Sell
-22
Closed – – 931
2020
Q1 		$0 Buy
+22
New +$604 ﹤0.01% 921
2018
Q3 		– Sell
-75
Closed -$2K – 724
2018
Q2 		$2K Hold
75
– – ﹤0.01% 632
2018
Q1 		$2K Buy
+75
New +$1.78K ﹤0.01% 624

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Bedel Financial Consulting's WBD Position: Q2 2020 in Review

Bedel Financial Consulting sold out of Warner Bros (WBD) in Q2 2020, closing a stake of 22 shares.

Bedel Financial Consulting first reported a position in WBD in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 517 funds tracked by Wall St. Rank hold WBD as of Q2 2020.

  • Bedel Financial Consulting reported no remaining Warner Bros position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 22 Warner Bros shares in Q2 2020.
  • Bedel Financial Consulting first reported a position in Warner Bros in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Warner Bros position peaked at $2K in Q2 2018.
  • 517 funds tracked by Wall St. Rank held Warner Bros as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.