DI
WBT

Diligent Investors’s Welbilt, Inc. WBT Stock Holding History

Diligent Investors’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
-32,175
Closed -$766K – 266
2022
Q2 		$766K Sell
32,175
-50
-0.2% -$1.18K 0.26% 94
2022
Q1 		$765K Sell
32,225
-1,400
-4% -$33.2K 0.22% 109
2021
Q4 		$799K Sell
33,625
-3,575
-10% -$84.6K 0.22% 101
2021
Q3 		$861K Hold
37,200
– – 0.29% 84
2021
Q2 		$861K Buy
37,200
+21,200
+133% +$450K 0.29% 84
2021
Q1 		$260K Buy
+16,000
New +$241K 0.09% 187

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

Diligent Investors's WBT Position: Q3 2022 in Review

Diligent Investors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 32,175 shares — an estimated $766K sold.

Diligent Investors first reported a position in WBT in Q1 2021 and held it in 6 quarters. The position peaked at $861K in Q3 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Diligent Investors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Diligent Investors sold 32,175 Welbilt, Inc. shares in Q3 2022, an estimated $766K.
  • Diligent Investors first reported a position in Welbilt, Inc. in Q1 2021 and held it in 6 quarters.
  • Diligent Investors's Welbilt, Inc. position peaked at $861K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Diligent Investors's 13F filing for Q3 2022, filed 14 Oct 2022.