Creative Financial Designs’s Welbilt, Inc. WBT Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-919	Closed	-$21K	–	1496
2021 Q3	$21K	Hold	919	–	–	﹤0.01%	856
2021 Q2	$21K	Hold	919	–	–	﹤0.01%	847
2021 Q1	$15K	Hold	919	–	–	﹤0.01%	859
2020 Q4	$12K	Hold	919	–	–	﹤0.01%	837
2020 Q3	$6K	Hold	919	–	–	﹤0.01%	906
2020 Q2	$6K	Buy	+919	New	+$4.97K	﹤0.01%	857

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Creative Financial Designs's WBT Position: Q4 2021 in Review

Creative Financial Designs sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 919 shares — an estimated $21K sold.

Creative Financial Designs first reported a position in WBT in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

Creative Financial Designs reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 919 Welbilt, Inc. shares in Q4 2021, an estimated $21K.
Creative Financial Designs first reported a position in Welbilt, Inc. in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Welbilt, Inc. position peaked at $21K in Q3 2021.
204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.