Capstone Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

Capstone Financial Advisors’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 Q2	–	Sell	-15,170	Closed	-$247K	–	151
2021 Q1	$247K	Buy	15,170 +153	+1%	+$2.3K	0.02%	97
2020 Q4	$198K	Hold	15,017	–	–	0.02%	107
2020 Q3	$93K	Hold	15,017	–	–	0.01%	105
2020 Q2	$91K	Hold	15,017	–	–	0.01%	97
2020 Q1	$77K	Buy	15,017 +2,814	+23%	+$33.9K	0.01%	83
2019 Q4	$190K	Hold	12,203	–	–	0.03%	90
2019 Q3	$206K	Hold	12,203	–	–	0.03%	85
2019 Q2	$204K	Sell	12,203 -3,390	-22%	-$55.4K	0.03%	81
2019 Q1	$255K	Buy	+15,593	New	+$228K	0.04%	70

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

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

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

PCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capstone Financial Advisors's WBT Position: Q2 2021 in Review

Capstone Financial Advisors sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 15,170 shares — an estimated $247K sold.

Capstone Financial Advisors first reported a position in WBT in Q1 2019 and held it in 9 quarters. The position peaked at $255K in Q1 2019. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

Capstone Financial Advisors reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
Capstone Financial Advisors sold 15,170 Welbilt, Inc. shares in Q2 2021, an estimated $247K.
Capstone Financial Advisors first reported a position in Welbilt, Inc. in Q1 2019 and held it in 9 quarters.
Capstone Financial Advisors's Welbilt, Inc. position peaked at $255K in Q1 2019.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.