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Boston Financial Management’s Warner Bros WBD Stock Holding History

Boston Financial 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
2024
Q4 		– Sell
-10,483
Closed -$86.5K – 354
2024
Q3 		$86.5K Sell
10,483
-317
-3% -$2.48K ﹤0.01% 324
2024
Q2 		$80.4K Sell
10,800
-6,757
-38% -$54.1K ﹤0.01% 323
2024
Q1 		$153K Buy
+17,557
New +$169K ﹤0.01% 329

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Boston Financial Management's WBD Position: Q4 2024 in Review

Boston Financial Management sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 10,483 shares — an estimated $86.5K sold.

Boston Financial Management first reported a position in WBD in Q1 2024 and held it in 3 quarters. The position peaked at $153K in Q1 2024. 1,202 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Boston Financial Management reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 10,483 Warner Bros shares in Q4 2024, an estimated $86.5K.
  • Boston Financial Management first reported a position in Warner Bros in Q1 2024 and held it in 3 quarters.
  • Boston Financial Management's Warner Bros position peaked at $153K in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.