Commonwealth Equity Services’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 |
-17,676
| Closed | -$420K | – | 3814 |
|
|
2022
Q2 | $420K | Sell |
17,676
-1,200
| -6% | -$28.4K | ﹤0.01% | 2545 |
|
|
2022
Q1 | $448K | Sell |
18,876
-762
| -4% | -$18.1K | ﹤0.01% | 2609 |
|
|
2021
Q4 | $466K | Buy |
19,638
+33
| +0.2% | +$781 | ﹤0.01% | 2585 |
|
|
2021
Q3 | $455K | Sell |
19,605
-942
| -5% | -$22.1K | ﹤0.01% | 2550 |
|
|
2021
Q2 | $475K | Sell |
20,547
-1,322
| -6% | -$28.1K | ﹤0.01% | 2516 |
|
|
2021
Q1 | $355K | Buy |
21,869
+1,958
| +10% | +$29.4K | ﹤0.01% | 2616 |
|
|
2020
Q4 | $262K | Buy |
19,911
+100
| +0.5% | +$898 | ﹤0.01% | 2692 |
|
|
2020
Q3 | $122K | Sell |
19,811
-483
| -2% | -$3.25K | ﹤0.01% | 2836 |
|
|
2020
Q2 | $123K | Sell |
20,294
-1,609
| -7% | -$8.7K | ﹤0.01% | 2740 |
|
|
2020
Q1 | $112K | Sell |
21,903
-5,462
| -20% | -$65.7K | ﹤0.01% | 2554 |
|
|
2019
Q4 | $427K | Buy |
27,365
+210
| +0.8% | +$3.6K | ﹤0.01% | 2032 |
|
|
2019
Q3 | $457K | Sell |
27,155
-1,703
| -6% | -$27.6K | ﹤0.01% | 1898 |
|
|
2019
Q2 | $481K | Sell |
28,858
-1,595
| -5% | -$26.1K | ﹤0.01% | 1829 |
|
|
2019
Q1 | $498K | Buy |
30,453
+1,277
| +4% | +$18.6K | ﹤0.01% | 1760 |
|
|
2018
Q4 | $324K | Sell |
29,176
-890
| -3% | -$13.7K | ﹤0.01% | 1953 |
|
|
2018
Q3 | $627K | Buy |
30,066
+195
| +0.7% | +$4.3K | ﹤0.01% | 1635 |
|
|
2018
Q2 | $666K | Buy |
29,871
+1,350
| +5% | +$27K | ﹤0.01% | 1559 |
|
|
2018
Q1 | $554K | Sell |
28,521
-50
| -0.2% | -$1.07K | ﹤0.01% | 1654 |
|
|
2017
Q4 | $672K | Sell |
28,571
-1,400
| -5% | -$30.9K | ﹤0.01% | 1476 |
|
|
2017
Q3 | $691K | Buy |
29,971
+99
| +0.3% | +$2K | ﹤0.01% | 1398 |
|
|
2017
Q2 | $563K | Sell |
29,872
-2,994
| -9% | -$58.5K | ﹤0.01% | 1494 |
|
|
2017
Q1 | $645K | Sell |
32,866
-891
| -3% | -$17.1K | ﹤0.01% | 1358 |
|
|
2016
Q4 | $653K | Sell |
33,757
-1,140
| -3% | -$19.5K | ﹤0.01% | 1260 |
|
|
2016
Q3 | $566K | Sell |
34,897
-923
| -3% | -$15.8K | ﹤0.01% | 1298 |
|
|
2016
Q2 | $631K | Sell |
35,820
-3,414
| -9% | -$54.4K | 0.01% | 1216 |
|
|
2016
Q1 | $578K | Buy |
+39,234
| New | +$570K | 0.01% | 1245 |
|
Other funds holding WBT
Commonwealth Equity Services's WBT Position: Q3 2022 in Review
Commonwealth Equity Services sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 17,676 shares — an estimated $420K sold.
Commonwealth Equity Services first reported a position in WBT in Q1 2016 and held it in 26 quarters. The position peaked at $691K in Q3 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Commonwealth Equity Services reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Commonwealth Equity Services sold 17,676 Welbilt, Inc. shares in Q3 2022, an estimated $420K.
- Commonwealth Equity Services first reported a position in Welbilt, Inc. in Q1 2016 and held it in 26 quarters.
- Commonwealth Equity Services's Welbilt, Inc. position peaked at $691K in Q3 2017.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.