EPM
WBT

Equitec Proprietary Markets’s Welbilt, Inc. WBT Stock Holding History

Equitec Proprietary Markets’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
Q3 		– Sell
-6,200
Closed -$148K – 348
2022
Q2 		$148K Buy
6,200
+5,000
+417% +$118K 0.04% 112
2022
Q1 		$29K Hold
1,200
– – 0.01% 127
2021
Q4 		$29K Hold
1,200
– – ﹤0.01% 275
2021
Q3 		$28K Buy
+1,200
New +$28.2K 0.01% 161

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equitec Proprietary Markets's WBT Position: Q3 2022 in Review

Equitec Proprietary Markets sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 6,200 shares — an estimated $148K sold.

Equitec Proprietary Markets first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $148K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Equitec Proprietary Markets reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 6,200 Welbilt, Inc. shares in Q3 2022, an estimated $148K.
  • Equitec Proprietary Markets first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Equitec Proprietary Markets's Welbilt, Inc. position peaked at $148K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Equitec Proprietary Markets's 13F filing for Q3 2022, filed 11 Oct 2022.