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First Foundation Advisors’s Warner Bros WBD Stock Holding History

First Foundation 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
Q1 		– Sell
-11,198
Closed -$106K – 421
2022
Q4 		$106K Sell
11,198
-8
-0.1% -$90 0.01% 386
2022
Q3 		$129K Sell
11,206
-5,410
-33% -$73.5K 0.01% 365
2022
Q2 		$223K Buy
+16,616
New +$308K 0.01% 360
2021
Q4 		– Sell
-91,543
Closed -$2.32M – 469
2021
Q3 		$2.32M Buy
+91,543
New +$2.57M 0.09% 119

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

First Foundation Advisors's WBD Position: Q1 2023 in Review

First Foundation Advisors sold out of Warner Bros (WBD) in Q1 2023, closing a stake of 11,198 shares — an estimated $106K sold.

First Foundation Advisors first reported a position in WBD in Q3 2021 and held it in 4 quarters. The position peaked at $2.32M in Q3 2021. 1,270 funds tracked by Wall St. Rank hold WBD as of Q1 2023.

  • First Foundation Advisors reported no remaining Warner Bros position as of Q1 2023 after selling out during the quarter.
  • First Foundation Advisors sold 11,198 Warner Bros shares in Q1 2023, an estimated $106K.
  • First Foundation Advisors first reported a position in Warner Bros in Q3 2021 and held it in 4 quarters.
  • First Foundation Advisors's Warner Bros position peaked at $2.32M in Q3 2021.
  • 1,270 funds tracked by Wall St. Rank held Warner Bros as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.