Financial Synergies Wealth Advisors’s Warner Bros WBD Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-185	Closed	-$1.62K	–	475
2024 Q1	$1.62K	Hold	185	–	–	﹤0.01%	347
2023 Q4	$1.75K	Hold	185	–	–	﹤0.01%	255
2023 Q3	$2.01K	Hold	185	–	–	﹤0.01%	302
2023 Q2	$2.32K	Sell	185 -74	-29%	-$960	﹤0.01%	291
2023 Q1	$3.91K	Buy	259 +74	+40%	+$1.05K	﹤0.01%	276
2022 Q4	$1.75K	Hold	185	–	–	﹤0.01%	255
2022 Q3	$2.13K	Hold	185	–	–	﹤0.01%	224
2022 Q2	$2.48K	Buy	+185	New	+$3.43K	﹤0.01%	222

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Financial Synergies Wealth Advisors's WBD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Warner Bros (WBD) in Q2 2024, closing a stake of 185 shares — an estimated $1.62K sold.

Financial Synergies Wealth Advisors first reported a position in WBD in Q2 2022 and held it in 8 quarters. The position peaked at $3.91K in Q1 2023. 1,193 funds tracked by Wall St. Rank hold WBD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Warner Bros position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 185 Warner Bros shares in Q2 2024, an estimated $1.62K.
Financial Synergies Wealth Advisors first reported a position in Warner Bros in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Warner Bros position peaked at $3.91K in Q1 2023.
1,193 funds tracked by Wall St. Rank held Warner Bros as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.