Clear Perspectives Financial Planning’s Warner Bros WBD Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$7.69K	Hold	509	–	–	﹤0.01%	148
2022 Q4	$4.83K	Hold	509	–	–	﹤0.01%	177
2022 Q3	$6K	Hold	509	–	–	﹤0.01%	168
2022 Q2	$7K	Buy	+509	New	+$9.44K	﹤0.01%	170
2022 Q1	–	Sell	-509	Closed	-$12K	–	248
2021 Q4	$12K	Hold	509	–	–	﹤0.01%	167
2021 Q3	$13K	Hold	509	–	–	0.01%	150
2021 Q2	$16K	Hold	509	–	–	0.01%	150
2021 Q1	$22K	Hold	509	–	–	0.01%	127
2020 Q4	$15K	Buy	+509	New	+$12.5K	0.01%	132

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Clear Perspectives Financial Planning's WBD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Warner Bros (WBD) position steady in Q1 2023 at 509 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Clear Perspectives Financial Planning first reported a position in WBD in Q4 2020 and has held it in 9 quarters since. The position peaked at $22K in Q1 2021. 1,270 funds tracked by Wall St. Rank hold WBD as of Q1 2023.

Clear Perspectives Financial Planning held 509 shares of Warner Bros worth $7.69K as of Q1 2023.
Clear Perspectives Financial Planning left its Warner Bros share count unchanged in Q1 2023.
Warner Bros made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #148 holding.
Clear Perspectives Financial Planning first reported a position in Warner Bros in Q4 2020 and has held it in 9 quarters since.
Clear Perspectives Financial Planning's Warner Bros position peaked at $22K in Q1 2021.
1,270 funds tracked by Wall St. Rank held Warner Bros as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.