Centerpoint Advisors’s Warner Bros WBD Stock Holding History

Centerpoint Advisors’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Hold	1,041	–	–	0.01%	192
2025 Q4	$30K	Hold	1,041	–	–	0.01%	195
2025 Q3	$20K	Buy	1,041 +757	+267%	+$10.3K	0.01%	257
2025 Q2	$3K	Hold	284	–	–	﹤0.01%	346
2025 Q1	$3K	Hold	284	–	–	﹤0.01%	362
2024 Q4	$3K	Hold	284	–	–	﹤0.01%	407
2024 Q3	$2K	Hold	284	–	–	﹤0.01%	438
2024 Q2	$2K	Sell	284 -140	-33%	-$1.12K	﹤0.01%	413
2024 Q1	$4K	Hold	424	–	–	﹤0.01%	376
2023 Q4	$5K	Sell	424 -554	-57%	-$5.98K	﹤0.01%	361
2023 Q3	$11K	Sell	978 -654	-40%	-$8.16K	﹤0.01%	331
2023 Q2	$20K	Buy	1,632 +176	+12%	+$2.28K	0.01%	253
2023 Q1	$22K	Buy	1,456 +313	+27%	+$4.46K	0.01%	249
2022 Q4	$11K	Hold	1,143	–	–	0.01%	301
2022 Q3	$13K	Sell	1,143 -500	-30%	-$6.79K	0.01%	206
2022 Q2	$22K	Buy	+1,643	New	+$30.5K	0.01%	185

Other funds holding WBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return