BIA
WBT

Bell Investment Advisors’s Welbilt, Inc. WBT Stock Holding History

Bell Investment Advisors’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
2022
Q3 		– Sell
-84
Closed -$2K – 2050
2022
Q2 		$2K Buy
+84
New +$1.99K ﹤0.01% 1288
2021
Q4 		$1K Buy
42
+22
+110% +$521 ﹤0.01% 1728
2021
Q3 		$0 Buy
+20
New +$470 ﹤0.01% 1864

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bell Investment Advisors's WBT Position: Q3 2022 in Review

Bell Investment Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 84 shares — an estimated $2K sold.

Bell Investment Advisors first reported a position in WBT in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Bell Investment Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 84 Welbilt, Inc. shares in Q3 2022, an estimated $2K.
  • Bell Investment Advisors first reported a position in Welbilt, Inc. in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Welbilt, Inc. position peaked at $2K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.