CAPTRUST Financial Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,354
| Closed | -$104K | – | 4612 |
|
|
2022
Q2 | $104K | Sell |
4,354
-24
| -0.5% | -$567 | ﹤0.01% | 2170 |
|
|
2022
Q1 | $104K | Buy |
4,378
+180
| +4% | +$4.27K | ﹤0.01% | 2241 |
|
|
2021
Q4 | $100K | Buy |
4,198
+2,500
| +147% | +$59.2K | ﹤0.01% | 2172 |
|
|
2021
Q3 | $39K | Hold |
1,698
| – | – | ﹤0.01% | 2755 |
|
|
2021
Q2 | $39K | Buy |
1,698
+1
| +0.1% | +$21 | ﹤0.01% | 2679 |
|
|
2021
Q1 | $28K | Buy |
1,697
+447
| +36% | +$6.72K | ﹤0.01% | 2802 |
|
|
2020
Q4 | $16K | Hold |
1,250
| – | – | ﹤0.01% | 2372 |
|
|
2020
Q3 | $8K | Hold |
1,250
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q2 | $7K | Buy |
+1,250
| New | +$6.76K | ﹤0.01% | 2320 |
|
|
2019
Q4 | – | Sell |
-4,511
| Closed | -$76K | – | 1956 |
|
|
2019
Q3 | $76K | Sell |
4,511
-5,021
| -53% | -$81.5K | ﹤0.01% | 861 |
|
|
2019
Q2 | $159K | Sell |
9,532
-2,185
| -19% | -$35.7K | 0.01% | 612 |
|
|
2019
Q1 | $192K | Buy |
11,717
+10,430
| +810% | +$152K | 0.01% | 531 |
|
|
2018
Q4 | $14K | Sell |
1,287
-519
| -29% | -$8.01K | ﹤0.01% | 1144 |
|
|
2018
Q3 | $38K | Sell |
1,806
-31
| -2% | -$683 | ﹤0.01% | 833 |
|
|
2018
Q2 | $41K | Buy |
1,837
+470
| +34% | +$9.39K | ﹤0.01% | 730 |
|
|
2018
Q1 | $26K | Sell |
1,367
-400
| -23% | -$8.54K | ﹤0.01% | 755 |
|
|
2017
Q4 | $42K | Buy |
+1,767
| New | +$39K | ﹤0.01% | 623 |
|
Other funds holding WBT
CAPTRUST Financial Advisors's WBT Position: Q3 2022 in Review
CAPTRUST Financial Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 4,354 shares — an estimated $104K sold.
CAPTRUST Financial Advisors first reported a position in WBT in Q4 2017 and held it in 17 quarters. The position peaked at $192K in Q1 2019. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- CAPTRUST Financial Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- CAPTRUST Financial Advisors sold 4,354 Welbilt, Inc. shares in Q3 2022, an estimated $104K.
- CAPTRUST Financial Advisors first reported a position in Welbilt, Inc. in Q4 2017 and held it in 17 quarters.
- CAPTRUST Financial Advisors's Welbilt, Inc. position peaked at $192K in Q1 2019.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.