Financial Engines Advisors
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Financial Engines Advisors’s Warner Bros WBD Stock Holding History

Financial Engines Advisors’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
2023
Q4 		– Sell
-20,219
Closed -$220K – 338
2023
Q3 		$220K Buy
20,219
+8,392
+71% +$105K ﹤0.01% 272
2023
Q2 		$148K Sell
11,827
-2,615
-18% -$33.9K ﹤0.01% 279
2023
Q1 		$218K Buy
14,442
+2,799
+24% +$39.8K ﹤0.01% 268
2022
Q4 		$110K Sell
11,643
-1,124
-9% -$12.7K ﹤0.01% 285
2022
Q3 		$146K Sell
12,767
-709
-5% -$9.63K ﹤0.01% 280
2022
Q2 		$180K Buy
+13,476
New +$250K ﹤0.01% 289

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Engines Advisors's WBD Position: Q4 2023 in Review

Financial Engines Advisors sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 20,219 shares — an estimated $220K sold.

Financial Engines Advisors first reported a position in WBD in Q2 2022 and held it in 6 quarters. The position peaked at $220K in Q3 2023. 1,259 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

  • Financial Engines Advisors reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 20,219 Warner Bros shares in Q4 2023, an estimated $220K.
  • Financial Engines Advisors first reported a position in Warner Bros in Q2 2022 and held it in 6 quarters.
  • Financial Engines Advisors's Warner Bros position peaked at $220K in Q3 2023.
  • 1,259 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Financial Engines Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.