CWA
WBD icon

Clearview Wealth Advisors’s Warner Bros WBD Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-490
Closed -$6.14K – 640
2023
Q2 		$6.14K Sell
490
-76
-13% -$986 0.01% 406
2023
Q1 		$8.56K Sell
566
-631
-53% -$8.98K 0.01% 387
2022
Q4 		$11.4K Sell
1,197
-177
-13% -$2K 0.01% 314
2022
Q3 		$16K Sell
1,374
-342
-20% -$4.65K 0.01% 284
2022
Q2 		$23K Buy
+1,716
New +$31.8K 0.02% 267
2021
Q3 		– Sell
-200
Closed -$6K – 698
2021
Q2 		$6K Hold
200
– – ﹤0.01% 496
2021
Q1 		$9K Buy
+200
New +$9.99K 0.01% 427

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Clearview Wealth Advisors's WBD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Warner Bros (WBD) in Q3 2023, closing a stake of 490 shares — an estimated $6.14K sold.

Clearview Wealth Advisors first reported a position in WBD in Q1 2021 and held it in 7 quarters. The position peaked at $23K in Q2 2022. 1,232 funds tracked by Wall St. Rank hold WBD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Warner Bros position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 490 Warner Bros shares in Q3 2023, an estimated $6.14K.
  • Clearview Wealth Advisors first reported a position in Warner Bros in Q1 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's Warner Bros position peaked at $23K in Q2 2022.
  • 1,232 funds tracked by Wall St. Rank held Warner Bros as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.