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Coppell Advisory Solutions’s Warner Bros WBD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-989
Closed -$10.4K – 1857
2024
Q4 		$10.4K Sell
989
-120
-11% -$1.11K ﹤0.01% 1096
2024
Q3 		$9.29K Buy
1,109
+120
+12% +$938 ﹤0.01% 1108
2024
Q2 		$7.36K Buy
+989
New +$7.92K ﹤0.01% 1104
2023
Q4 		$8.88K Sell
780
-65
-8% -$702 ﹤0.01% 961
2023
Q3 		$8.01K Buy
845
+259
+44% +$3.23K ﹤0.01% 638
2023
Q2 		$7.28K Buy
+586
New +$7.61K ﹤0.01% 764
2023
Q1 		– Sell
-845
Closed -$8.01K – 1080
2022
Q4 		$8.01K Buy
+845
New +$9.54K ﹤0.01% 646

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Coppell Advisory Solutions's WBD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 989 shares — an estimated $10.4K sold.

Coppell Advisory Solutions first reported a position in WBD in Q4 2022 and held it in 7 quarters. The position peaked at $10.4K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 989 Warner Bros shares in Q1 2025, an estimated $10.4K.
  • Coppell Advisory Solutions first reported a position in Warner Bros in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Warner Bros position peaked at $10.4K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.