Blue Trust Inc’s Welbilt, Inc. WBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-127
Closed -$3K 2572
2022
Q3
$3K Buy
127
+17
+15% +$407 ﹤0.01% 1741
2022
Q2
$3K Buy
+110
New +$2.6K ﹤0.01% 1620

Blue Trust Inc's WBT Position: Q4 2022 in Review

Blue Trust Inc sold out of Welbilt, Inc. (WBT) in Q4 2022, closing a stake of 127 shares — an estimated $3K sold.

Blue Trust Inc first reported a position in WBT in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 0 funds tracked by Wall St. Rank hold WBT as of Q4 2022.

  • Blue Trust Inc reported no remaining Welbilt, Inc. position as of Q4 2022 after selling out during the quarter.
  • Blue Trust Inc sold 127 Welbilt, Inc. shares in Q4 2022, an estimated $3K.
  • Blue Trust Inc first reported a position in Welbilt, Inc. in Q2 2022 and held it in 2 quarters.
  • Blue Trust Inc's Welbilt, Inc. position peaked at $3K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2022.

Based on Blue Trust Inc's 13F filing for Q4 2022, filed 17 Jan 2023.