Empower Advisory Group
WBD icon

Empower Advisory Group’s Warner Bros WBD Stock Holding History

Empower Advisory Group’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
2024
Q4 		– Sell
-12,200
Closed -$101K – 519
2024
Q3 		$101K Sell
12,200
-17,842
-59% -$139K ﹤0.01% 499
2024
Q2 		$224K Sell
30,042
-5,917,487
-99% -$47.4M ﹤0.01% 460
2024
Q1 		$51.9M Buy
5,947,529
+1,090,833
+22% +$10.5M 0.19% 114
2023
Q4 		$55.3M Buy
4,856,696
+1,365,812
+39% +$14.7M 0.22% 104
2023
Q3 		$37.9M Sell
3,490,884
-718,617
-17% -$8.97M 0.17% 113
2023
Q2 		$52.8M Buy
4,209,501
+301,029
+8% +$3.91M 0.23% 107
2023
Q1 		$57.9M Buy
+3,908,472
New +$55.6M 0.26% 90

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Empower Advisory Group's WBD Position: Q4 2024 in Review

Empower Advisory Group sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 12,200 shares — an estimated $101K sold.

Empower Advisory Group first reported a position in WBD in Q1 2023 and held it in 7 quarters. The position peaked at $57.9M in Q1 2023. 1,201 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Empower Advisory Group reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 12,200 Warner Bros shares in Q4 2024, an estimated $101K.
  • Empower Advisory Group first reported a position in Warner Bros in Q1 2023 and held it in 7 quarters.
  • Empower Advisory Group's Warner Bros position peaked at $57.9M in Q1 2023.
  • 1,201 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.