Capital Advisory Group Advisory Services’s Welbilt, Inc. WBT Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-200	Closed	-$5K	–	517
2022 Q1	$5K	Buy	+200	New	+$4.75K	﹤0.01%	442
2021 Q4	–	Sell	-200	Closed	-$5K	–	553
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	465
2021 Q2	$5K	Sell	200 -132	-40%	-$2.8K	﹤0.01%	469
2021 Q1	$5K	Hold	332	–	–	﹤0.01%	455
2020 Q4	$4K	Buy	332 +132	+66%	+$1.19K	﹤0.01%	463
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	488
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	458
2020 Q1	$1K	Buy	+200	New	+$2.41K	﹤0.01%	428
2019 Q4	–	Sell	-200	Closed	-$3K	–	450
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	376
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	365
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	363
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	365
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	309
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	293
2018 Q1	$4K	Buy	+200	New	+$4.27K	﹤0.01%	290

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisory Group Advisory Services's WBT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Welbilt, Inc. (WBT) in Q2 2022, closing a stake of 200 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in WBT in Q1 2018 and held it in 15 quarters. The position peaked at $5K in Q1 2022. 190 funds tracked by Wall St. Rank hold WBT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Welbilt, Inc. position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 200 Welbilt, Inc. shares in Q2 2022, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in Welbilt, Inc. in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Welbilt, Inc. position peaked at $5K in Q1 2022.
190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.