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EnRich Financial Partners’s Warner Bros WBD Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-1,148
Closed -$12.1K – 211
2024
Q4 		$12.1K Hold
1,148
– – ﹤0.01% 166
2024
Q3 		$9.47K Hold
1,148
– – ﹤0.01% 176
2024
Q2 		$8.54K Sell
1,148
-209
-15% -$1.67K ﹤0.01% 185
2024
Q1 		$11.8K Buy
+1,357
New +$13.1K ﹤0.01% 155

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Geode Capital Management
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Invesco
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SC
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EnRich Financial Partners's WBD Position: Q1 2025 in Review

EnRich Financial Partners sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 1,148 shares — an estimated $12.1K sold.

EnRich Financial Partners first reported a position in WBD in Q1 2024 and held it in 4 quarters. The position peaked at $12.1K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • EnRich Financial Partners reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 1,148 Warner Bros shares in Q1 2025, an estimated $12.1K.
  • EnRich Financial Partners first reported a position in Warner Bros in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Warner Bros position peaked at $12.1K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.