CAAS
WBT

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

Capital Asset 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
2021
Q1 		– Sell
-2,000
Closed -$26K – 1621
2020
Q4 		$26K Buy
+2,000
New +$18K ﹤0.01% 795

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Capital Asset Advisory Services's WBT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 2,000 shares — an estimated $26K sold.

Capital Asset Advisory Services first reported a position in WBT in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,000 Welbilt, Inc. shares in Q1 2021, an estimated $26K.
  • Capital Asset Advisory Services first reported a position in Welbilt, Inc. in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Welbilt, Inc. position peaked at $26K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.