Capstone Investment Advisors
WBT

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

Capstone Investment 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
2022
Q3 		– Sell
-216,933
Closed -$5.17M – 1948
2022
Q2 		$5.17M Sell
216,933
-79,747
-27% -$1.88M 0.03% 409
2022
Q1 		$7.05M Sell
296,680
-632,494
-68% -$15M 0.02% 586
2021
Q4 		$22.1M Buy
929,174
+157,547
+20% +$3.73M 0.04% 408
2021
Q3 		$17.9M Buy
771,627
+724,081
+1,523% +$17M 0.04% 443
2021
Q2 		$1.1M Buy
+47,546
New +$1.01M ﹤0.01% 1190
2017
Q1 		– Sell
-33,069
Closed -$639K – 1180
2016
Q4 		$639K Buy
33,069
+13,477
+69% +$230K 0.02% 532
2016
Q3 		$317K Buy
+19,592
New +$335K 0.01% 595

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Capstone Investment Advisors's WBT Position: Q3 2022 in Review

Capstone Investment Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 216,933 shares — an estimated $5.17M sold.

Capstone Investment Advisors first reported a position in WBT in Q3 2016 and held it in 7 quarters. The position peaked at $22.1M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Capstone Investment Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 216,933 Welbilt, Inc. shares in Q3 2022, an estimated $5.17M.
  • Capstone Investment Advisors first reported a position in Welbilt, Inc. in Q3 2016 and held it in 7 quarters.
  • Capstone Investment Advisors's Welbilt, Inc. position peaked at $22.1M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Capstone Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.