CHA
WBT

Cooper/Haims Advisors’s Welbilt, Inc. WBT Stock Holding History

Cooper/Haims Advisors’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
-341,297
Closed -$8.13M – 78
2022
Q2 		$8.13M Hold
341,297
– – 5.33% 7
2022
Q1 		$8.11M Buy
341,297
+739
+0.2% +$17.5K 5.28% 7
2021
Q4 		$8.1M Buy
340,558
+273,659
+409% +$6.48M 4.98% 7
2021
Q3 		$1.55M Hold
66,899
– – 0.94% 20
2021
Q2 		$1.55M Sell
66,899
-2,300
-3% -$48.8K 1.02% 19
2021
Q1 		$1.12M Hold
69,199
– – 0.8% 19
2020
Q4 		$913K Hold
69,199
– – 0.7% 18
2020
Q3 		$426K Hold
69,199
– – 0.35% 28
2020
Q2 		$421K Buy
69,199
+8,000
+13% +$43.3K 0.34% 28
2020
Q1 		$314K Buy
61,199
+10,091
+20% +$121K 0.27% 32
2019
Q4 		$798K Hold
51,108
– – 0.44% 17
2019
Q3 		$862K Buy
51,108
+13,496
+36% +$219K 0.53% 14
2019
Q2 		$628K Hold
37,612
– – 0.39% 19
2019
Q1 		$616K Sell
37,612
-50
-0.1% -$730 0.39% 19
2018
Q4 		$418K Buy
+37,662
New +$581K 0.29% 23

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

Cooper/Haims Advisors's WBT Position: Q3 2022 in Review

Cooper/Haims Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 341,297 shares — an estimated $8.13M sold.

Cooper/Haims Advisors first reported a position in WBT in Q4 2018 and held it in 15 quarters. The position peaked at $8.13M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Cooper/Haims Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 341,297 Welbilt, Inc. shares in Q3 2022, an estimated $8.13M.
  • Cooper/Haims Advisors first reported a position in Welbilt, Inc. in Q4 2018 and held it in 15 quarters.
  • Cooper/Haims Advisors's Welbilt, Inc. position peaked at $8.13M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Cooper/Haims Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.