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Concurrent Investment Advisors’s Warner Bros WBD Stock Holding History

Concurrent Investment 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
2026
Q1 		$682K Sell
24,825
-108,008
-81% -$3.02M 0.01% 1071
2025
Q4 		$3.83M Buy
132,833
+111,442
+521% +$2.6M 0.04% 392
2025
Q3 		$418K Sell
21,391
-2,021
-9% -$27.5K 0.01% 994
2025
Q2 		$268K Sell
23,412
-3,036
-11% -$28.3K 0.01% 1116
2025
Q1 		$284K Buy
26,448
+802
+3% +$8.39K 0.01% 957
2024
Q4 		$271K Sell
25,646
-3,172
-11% -$29.5K 0.01% 870
2024
Q3 		$238K Sell
28,818
-567
-2% -$4.43K 0.01% 874
2024
Q2 		$219K Buy
29,385
+5,129
+21% +$41.1K 0.01% 845
2024
Q1 		$212K Sell
24,256
-2,627
-10% -$25.3K 0.01% 792
2023
Q4 		$306K Buy
+26,883
New +$290K 0.01% 647

Other funds holding WBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return