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Doyle Wealth Management’s Warner Bros WBD Stock Holding History

Doyle 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
2022
Q3 		$218K Buy
18,940
+71
+0.4% +$965 0.02% 191
2022
Q2 		$253K Buy
+18,869
New +$350K 0.02% 188
2019
Q3 		– Sell
-2,961
Closed -$91K – 760
2019
Q2 		$91K Buy
+2,961
New +$86K 0.01% 273
2019
Q1 		– Sell
-2,961
Closed -$73K – 755
2018
Q4 		$73K Buy
+2,961
New +$90.2K 0.01% 301

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's WBD Position: Q3 2022 in Review

Doyle Wealth Management increased its Warner Bros (WBD) stake by 0.38% in Q3 2022, buying an estimated $965 and bringing the position to 18,940 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #191.

Doyle Wealth Management first reported a position in WBD in Q4 2018 and has held it in 4 quarters since. The position peaked at $253K in Q2 2022. 1,394 funds tracked by Wall St. Rank hold WBD as of Q3 2022.

  • Doyle Wealth Management held 18,940 shares of Warner Bros worth $218K as of Q3 2022.
  • Doyle Wealth Management bought 71 Warner Bros shares in Q3 2022, an estimated $965.
  • Warner Bros made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #191 holding.
  • Doyle Wealth Management first reported a position in Warner Bros in Q4 2018 and has held it in 4 quarters since.
  • Doyle Wealth Management's Warner Bros position peaked at $253K in Q2 2022.
  • 1,394 funds tracked by Wall St. Rank held Warner Bros as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.