EI
WBT

Ellevest Inc’s Welbilt, Inc. WBT Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-16
Closed – – 1816
2022
Q1 		$0 Hold
16
– – ﹤0.01% 1722
2021
Q4 		$0 Sell
16
-44
-73% -$1.04K ﹤0.01% 1755
2021
Q3 		$1K Buy
60
+23
+62% +$541 ﹤0.01% 1359
2021
Q2 		$1K Buy
37
+16
+76% +$339 ﹤0.01% 1238
2021
Q1 		$0 Hold
21
– – ﹤0.01% 1395
2020
Q4 		$0 Hold
21
– – ﹤0.01% 1416
2020
Q3 		$0 Buy
+21
New +$141 ﹤0.01% 1374

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ellevest Inc's WBT Position: Q2 2022 in Review

Ellevest Inc sold out of Welbilt, Inc. (WBT) in Q2 2022, closing a stake of 16 shares.

Ellevest Inc first reported a position in WBT in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q2 2022.

  • Ellevest Inc reported no remaining Welbilt, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 16 Welbilt, Inc. shares in Q2 2022.
  • Ellevest Inc first reported a position in Welbilt, Inc. in Q3 2020 and held it in 7 quarters.
  • Ellevest Inc's Welbilt, Inc. position peaked at $1K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.