Defined Wealth Management’s Warner Bros WBD Stock Holding History

Defined Wealth Management’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
2021 Q1	–	Sell	-3,500	Closed	-$105K	–	206
2020 Q4	$105K	Buy	+3,500	New	+$85.8K	0.1%	107

Other funds holding WBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Defined Wealth Management's WBD Position: Q1 2021 in Review

Defined Wealth Management sold out of Warner Bros (WBD) in Q1 2021, closing a stake of 3,500 shares — an estimated $105K sold.

Defined Wealth Management first reported a position in WBD in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 635 funds tracked by Wall St. Rank hold WBD as of Q1 2021.

Defined Wealth Management reported no remaining Warner Bros position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 3,500 Warner Bros shares in Q1 2021, an estimated $105K.
Defined Wealth Management first reported a position in Warner Bros in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Warner Bros position peaked at $105K in Q4 2020.
635 funds tracked by Wall St. Rank held Warner Bros as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.