Berman Capital Advisors’s Warner Bros WBD Stock Holding History

Berman Capital 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
2021 Q3	$17K	Buy	692 +263	+61%	+$7.39K	﹤0.01%	1042
2021 Q2	$12K	Sell	429 -225	-34%	-$7.8K	﹤0.01%	1097
2021 Q1	$27K	Buy	654 +293	+81%	+$14.6K	0.01%	693
2020 Q4	$10K	Buy	361 +163	+82%	+$4K	﹤0.01%	933
2020 Q3	$4K	Hold	198	–	–	﹤0.01%	1147
2020 Q2	$3K	Sell	198 -21	-10%	-$454	﹤0.01%	1190
2020 Q1	$4K	Sell	219 -334	-60%	-$9.17K	﹤0.01%	980
2019 Q4	$17K	Buy	553 +136	+33%	+$4.1K	﹤0.01%	581
2019 Q3	$11K	Sell	417 -193	-32%	-$5.61K	﹤0.01%	692
2019 Q2	$18K	Buy	610 +201	+49%	+$5.84K	0.01%	552
2019 Q1	$11K	Buy	409 +170	+71%	+$4.73K	﹤0.01%	639
2018 Q4	$5K	Buy	+239	New	+$7.28K	﹤0.01%	704
2018 Q3	–	Sell	-10,250	Closed	-$252K	–	128
2018 Q2	$252K	Buy	+10,250	New	+$244K	0.09%	99

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's WBD Position: Q3 2021 in Review

Berman Capital Advisors increased its Warner Bros (WBD) stake by 61% in Q3 2021, buying an estimated $7.39K and bringing the position to 692 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Berman Capital Advisors first reported a position in WBD in Q2 2018 and has held it in 13 quarters since. The position peaked at $252K in Q2 2018. 585 funds tracked by Wall St. Rank hold WBD as of Q3 2021.

Berman Capital Advisors held 692 shares of Warner Bros worth $17K as of Q3 2021.
Berman Capital Advisors bought 263 Warner Bros shares in Q3 2021, an estimated $7.39K.
Warner Bros made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1042 holding.
Berman Capital Advisors first reported a position in Warner Bros in Q2 2018 and has held it in 13 quarters since.
Berman Capital Advisors's Warner Bros position peaked at $252K in Q2 2018.
585 funds tracked by Wall St. Rank held Warner Bros as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.