C
WBT

Covestor’s Welbilt, Inc. WBT Stock Holding History

Covestor’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
-20
Closed – – 2851
2022
Q2 		$0 Sell
20
-13
-39% -$307 ﹤0.01% 2537
2022
Q1 		$1K Sell
33
-5
-13% -$119 ﹤0.01% 2035
2021
Q4 		$1K Buy
+38
New +$900 ﹤0.01% 2057

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 $8.74B AUM 14.62% 1-Year Est. Return

Covestor's WBT Position: Q3 2022 in Review

Covestor sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 20 shares.

Covestor first reported a position in WBT in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Covestor reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Covestor sold 20 Welbilt, Inc. shares in Q3 2022.
  • Covestor first reported a position in Welbilt, Inc. in Q4 2021 and held it in 3 quarters.
  • Covestor's Welbilt, Inc. position peaked at $1K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Covestor's 13F filing for Q3 2022, filed 14 Nov 2022.