CWA
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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 – 643
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 – 702
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return