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Buck Wealth Strategies’s Warner Bros WBD Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-180
Closed -$1.96K – 343
2023
Q3 		$1.96K Hold
180
– – ﹤0.01% 312
2023
Q2 		$2.26K Hold
180
– – ﹤0.01% 234
2023
Q1 		$2.72K Buy
+180
New +$2.56K ﹤0.01% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Buck Wealth Strategies's WBD Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 180 shares — an estimated $1.96K sold.

Buck Wealth Strategies first reported a position in WBD in Q1 2023 and held it in 3 quarters. The position peaked at $2.72K in Q1 2023. 1,259 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 180 Warner Bros shares in Q4 2023, an estimated $1.96K.
  • Buck Wealth Strategies first reported a position in Warner Bros in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Warner Bros position peaked at $2.72K in Q1 2023.
  • 1,259 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.