Buckingham Strategic Wealth’s Warner Bros WBD Stock Holding History

Buckingham Strategic Wealth’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 Q2	$259K	Sell	34,752 -4,292	-11%	-$34.4K	﹤0.01%	640
2024 Q1	$341K	Buy	39,044 +1,904	+5%	+$18.3K	﹤0.01%	555
2023 Q4	$423K	Sell	37,140 -443	-1%	-$4.78K	0.01%	482
2023 Q3	$408K	Buy	37,583 +1,417	+4%	+$17.7K	0.01%	461
2023 Q2	$454K	Buy	36,166 +7,197	+25%	+$93.4K	0.01%	446
2023 Q1	$275K	Hold	28,969	–	–	0.01%	500
2022 Q4	$275K	Sell	28,969 -9,286	-24%	-$105K	0.01%	502
2022 Q3	$440K	Sell	38,255 -1,860	-5%	-$25.3K	0.01%	394
2022 Q2	$538K	Buy	+40,115	New	+$744K	0.01%	362

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Buckingham Strategic Wealth's WBD Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Warner Bros (WBD) stake by 11% in Q2 2024, selling an estimated $34.4K and leaving 34,752 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Buckingham Strategic Wealth first reported a position in WBD in Q2 2022 and has held it in 9 quarters since. The position peaked at $538K in Q2 2022. 1,192 funds tracked by Wall St. Rank hold WBD as of Q2 2024.

Buckingham Strategic Wealth held 34,752 shares of Warner Bros worth $259K as of Q2 2024.
Buckingham Strategic Wealth sold 4,292 Warner Bros shares in Q2 2024, an estimated $34.4K.
Warner Bros made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #640 holding.
Buckingham Strategic Wealth first reported a position in Warner Bros in Q2 2022 and has held it in 9 quarters since.
Buckingham Strategic Wealth's Warner Bros position peaked at $538K in Q2 2022.
1,192 funds tracked by Wall St. Rank held Warner Bros as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.