BWM
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BerganKDV Wealth Management’s Warner Bros WBD Stock Holding History

BerganKDV Wealth Management’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 		$23.8K Sell
1,895
-865
-31% -$11.2K ﹤0.01% 474
2023
Q1 		$41.7K Sell
2,760
-664
-19% -$9.45K ﹤0.01% 413
2022
Q4 		$32.5K Sell
3,424
-3,736
-52% -$42.2K ﹤0.01% 429
2022
Q3 		$82K Buy
7,160
+496
+7% +$6.74K 0.01% 314
2022
Q2 		$89K Buy
+6,664
New +$124K 0.01% 312
2020
Q2 		– Sell
-35
Closed -$1K – 1105
2020
Q1 		$1K Hold
35
– – ﹤0.01% 897
2019
Q4 		$1K Hold
35
– – ﹤0.01% 910
2019
Q3 		$1K Hold
35
– – ﹤0.01% 684
2019
Q2 		$1K Hold
35
– – ﹤0.01% 725
2019
Q1 		$1K Hold
35
– – ﹤0.01% 722
2018
Q4 		$1K Buy
+35
New +$1.07K ﹤0.01% 686

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return