EWM
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Executive Wealth Management’s Warner Bros WBD Stock Holding History

Executive 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
2019
Q3 		– Sell
-847
Closed -$26K – 794
2019
Q2 		$26K Hold
847
– – ﹤0.01% 429
2019
Q1 		$23K Hold
847
– – ﹤0.01% 405
2018
Q4 		$21K Buy
+847
New +$25.8K ﹤0.01% 423

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Executive Wealth Management's WBD Position: Q3 2019 in Review

Executive Wealth Management sold out of Warner Bros (WBD) in Q3 2019, closing a stake of 847 shares — an estimated $26K sold.

Executive Wealth Management first reported a position in WBD in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 518 funds tracked by Wall St. Rank hold WBD as of Q3 2019.

  • Executive Wealth Management reported no remaining Warner Bros position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 847 Warner Bros shares in Q3 2019, an estimated $26K.
  • Executive Wealth Management first reported a position in Warner Bros in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Warner Bros position peaked at $26K in Q2 2019.
  • 518 funds tracked by Wall St. Rank held Warner Bros as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.