Better Money Decisions’s Welbilt, Inc. WBT Stock Holding History

Better Money Decisions’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	-739	Closed	-$18K	–	485
2022 Q2	$18K	Buy	+739	New	+$17.5K	0.02%	240
2021 Q4	–	Sell	-739	Closed	-$17K	–	631
2021 Q3	$17K	Hold	739	–	–	0.01%	308
2021 Q2	$17K	Hold	739	–	–	0.02%	296
2021 Q1	$12K	Buy	+739	New	+$11.1K	0.01%	311

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Better Money Decisions's WBT Position: Q3 2022 in Review

Better Money Decisions sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 739 shares — an estimated $18K sold.

Better Money Decisions first reported a position in WBT in Q1 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Better Money Decisions reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 739 Welbilt, Inc. shares in Q3 2022, an estimated $18K.
Better Money Decisions first reported a position in Welbilt, Inc. in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Welbilt, Inc. position peaked at $18K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.