CFGS
WBT

Concourse Financial Group Securities’s Welbilt, Inc. WBT Stock Holding History

Concourse Financial Group Securities’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,455
Closed -$35K – 2352
2022
Q2 		$35K Hold
1,455
– – ﹤0.01% 1235
2022
Q1 		$35K Sell
1,455
-356
-20% -$8.45K ﹤0.01% 1274
2021
Q4 		$43K Hold
1,811
– – ﹤0.01% 1350
2021
Q3 		$42K Sell
1,811
-195
-10% -$4.58K ﹤0.01% 1390
2021
Q2 		$46K Buy
2,006
+158
+9% +$3.35K ﹤0.01% 1352
2021
Q1 		$30K Hold
1,848
– – ﹤0.01% 1436
2020
Q4 		$24K Buy
1,848
+120
+7% +$1.08K ﹤0.01% 1404
2020
Q3 		$11K Buy
1,728
+169
+11% +$1.14K ﹤0.01% 1559
2020
Q2 		$9K Sell
1,559
-36
-2% -$195 ﹤0.01% 1538
2020
Q1 		$8K Buy
1,595
+336
+27% +$4.04K ﹤0.01% 1535
2019
Q4 		$20K Buy
1,259
+1,055
+517% +$18.1K ﹤0.01% 1255
2019
Q3 		$3K Sell
204
-983
-83% -$16K ﹤0.01% 1491
2019
Q2 		$20K Buy
1,187
+132
+13% +$2.16K ﹤0.01% 1257
2019
Q1 		$17K Hold
1,055
– – ﹤0.01% 1332
2018
Q4 		$11K Buy
1,055
+100
+10% +$1.54K ﹤0.01% 1413
2018
Q3 		$20K Buy
+955
New +$21K 0.01% 863

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Concourse Financial Group Securities's WBT Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,455 shares — an estimated $35K sold.

Concourse Financial Group Securities first reported a position in WBT in Q3 2018 and held it in 16 quarters. The position peaked at $46K in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,455 Welbilt, Inc. shares in Q3 2022, an estimated $35K.
  • Concourse Financial Group Securities first reported a position in Welbilt, Inc. in Q3 2018 and held it in 16 quarters.
  • Concourse Financial Group Securities's Welbilt, Inc. position peaked at $46K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.