FP
WBT

Financial Perspectives’s Welbilt, Inc. WBT Stock Holding History

Financial Perspectives’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
2020
Q3 		– Sell
-400
Closed -$2.44K – 569
2020
Q2 		$2.44K Hold
400
– – ﹤0.01% 472
2020
Q1 		$2.05K Hold
400
– – ﹤0.01% 453
2019
Q4 		$6.24K Buy
+400
New +$6.85K ﹤0.01% 371

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Financial Perspectives's WBT Position: Q3 2020 in Review

Financial Perspectives sold out of Welbilt, Inc. (WBT) in Q3 2020, closing a stake of 400 shares — an estimated $2.44K sold.

Financial Perspectives first reported a position in WBT in Q4 2019 and held it in 3 quarters. The position peaked at $6.24K in Q4 2019. 197 funds tracked by Wall St. Rank hold WBT as of Q3 2020.

  • Financial Perspectives reported no remaining Welbilt, Inc. position as of Q3 2020 after selling out during the quarter.
  • Financial Perspectives sold 400 Welbilt, Inc. shares in Q3 2020, an estimated $2.44K.
  • Financial Perspectives first reported a position in Welbilt, Inc. in Q4 2019 and held it in 3 quarters.
  • Financial Perspectives's Welbilt, Inc. position peaked at $6.24K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2020.

Based on Financial Perspectives's 13F filing for Q3 2020, filed 10 Jan 2024.