EWM
WBD icon

Empirical Wealth Management’s Warner Bros WBD Stock Holding History

Empirical 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
Q3 		– Sell
-22,137
Closed -$679K – 485
2021
Q2 		$679K Buy
22,137
+3,985
+22% +$138K 0.04% 239
2021
Q1 		$789K Buy
+18,152
New +$906K 0.06% 191

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empirical Wealth Management's WBD Position: Q3 2021 in Review

Empirical Wealth Management sold out of Warner Bros (WBD) in Q3 2021, closing a stake of 22,137 shares — an estimated $679K sold.

Empirical Wealth Management first reported a position in WBD in Q1 2021 and held it in 2 quarters. The position peaked at $789K in Q1 2021. 586 funds tracked by Wall St. Rank hold WBD as of Q3 2021.

  • Empirical Wealth Management reported no remaining Warner Bros position as of Q3 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 22,137 Warner Bros shares in Q3 2021, an estimated $679K.
  • Empirical Wealth Management first reported a position in Warner Bros in Q1 2021 and held it in 2 quarters.
  • Empirical Wealth Management's Warner Bros position peaked at $789K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held Warner Bros as of Q3 2021.

Based on Empirical Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.