Envestnet Asset Management
WBT

Envestnet Asset Management’s Welbilt, Inc. WBT Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-136,067
Closed -$3.23M – 4106
2021
Q4 		$3.23M Buy
136,067
+16,717
+14% +$396K ﹤0.01% 1858
2021
Q3 		$2.77M Sell
119,350
-21,565
-15% -$507K ﹤0.01% 1886
2021
Q2 		$3.26M Buy
140,915
+20,339
+17% +$432K ﹤0.01% 1766
2021
Q1 		$1.96M Buy
120,576
+26,079
+28% +$392K ﹤0.01% 1946
2020
Q4 		$1.25M Buy
94,497
+9,256
+11% +$83.1K ﹤0.01% 2068
2020
Q3 		$525K Buy
85,241
+34,613
+68% +$233K ﹤0.01% 2434
2020
Q2 		$308K Sell
50,628
-20,649
-29% -$112K ﹤0.01% 2669
2020
Q1 		$366K Buy
71,277
+10,723
+18% +$129K ﹤0.01% 2454
2019
Q4 		$945K Buy
60,554
+4,167
+7% +$71.3K ﹤0.01% 2069
2019
Q3 		$951K Buy
56,387
+3,750
+7% +$60.9K ﹤0.01% 1974
2019
Q2 		$879K Buy
52,637
+16,668
+46% +$273K ﹤0.01% 2043
2019
Q1 		$589K Buy
35,969
+2,918
+9% +$42.6K ﹤0.01% 2238
2018
Q4 		$367K Buy
+33,051
New +$510K ﹤0.01% 2324
2018
Q3 		– Sell
-54,570
Closed -$1.22M – 2838
2018
Q2 		$1.22M Buy
54,570
+1,334
+3% +$26.7K ﹤0.01% 985
2018
Q1 		$1.04M Sell
53,236
-6,377
-11% -$136K ﹤0.01% 933
2017
Q4 		$1.4M Buy
59,613
+31,292
+110% +$690K ﹤0.01% 1078
2017
Q3 		$652K Buy
28,321
+1,355
+5% +$27.4K ﹤0.01% 1340
2017
Q2 		$508K Buy
26,966
+872
+3% +$17K ﹤0.01% 1481
2017
Q1 		$514K Buy
26,094
+288
+1% +$5.51K ﹤0.01% 1502
2016
Q4 		$497K Buy
25,806
+24,628
+2,091% +$420K ﹤0.01% 1504
2016
Q3 		$19K Buy
+1,178
New +$20.1K ﹤0.01% 2820

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Envestnet Asset Management's WBT Position: Q1 2022 in Review

Envestnet Asset Management sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 136,067 shares — an estimated $3.23M sold.

Envestnet Asset Management first reported a position in WBT in Q3 2016 and held it in 21 quarters. The position peaked at $3.26M in Q2 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Envestnet Asset Management reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 136,067 Welbilt, Inc. shares in Q1 2022, an estimated $3.23M.
  • Envestnet Asset Management first reported a position in Welbilt, Inc. in Q3 2016 and held it in 21 quarters.
  • Envestnet Asset Management's Welbilt, Inc. position peaked at $3.26M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.