First Personal Financial Services’s Warner Bros WBD Stock Holding History

First Personal Financial Services’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 Q3	$4.17K	Hold	505	–	–	﹤0.01%	347
2024 Q2	$3.76K	Hold	505	–	–	﹤0.01%	318
2024 Q1	$4.41K	Sell	505 -140	-22%	-$1.35K	﹤0.01%	311
2023 Q4	$7.34K	Hold	645	–	–	﹤0.01%	321
2023 Q3	$7K	Hold	645	–	–	﹤0.01%	325
2023 Q2	$8.09K	Hold	645	–	–	﹤0.01%	324
2023 Q1	$9.74K	Sell	645 -4,260	-87%	-$60.6K	﹤0.01%	323
2022 Q4	$46.5K	Buy	4,905 +806	+20%	+$9.1K	0.01%	216
2022 Q3	$47K	Buy	4,099 +3,225	+369%	+$43.8K	0.01%	201
2022 Q2	$12K	Buy	+874	New	+$16.2K	﹤0.01%	273
2018 Q2	–	Sell	-415	Closed	-$9K	–	930
2018 Q1	$9K	Hold	415	–	–	﹤0.01%	821
2017 Q4	$9K	Sell	415 -190	-31%	-$3.71K	﹤0.01%	815
2017 Q3	$13K	Sell	605 -100	-14%	-$2.35K	﹤0.01%	664
2017 Q2	$18K	Hold	705	–	–	﹤0.01%	605
2017 Q1	$21K	Hold	705	–	–	0.01%	560
2016 Q4	$19K	Hold	705	–	–	0.01%	561
2016 Q3	$19K	Hold	705	–	–	0.01%	456
2016 Q2	$18K	Buy	+705	New	+$19.3K	0.01%	438

Other funds holding WBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

First Personal Financial Services's WBD Position: Q3 2024 in Review

First Personal Financial Services held its Warner Bros (WBD) position steady in Q3 2024 at 505 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

First Personal Financial Services first reported a position in WBD in Q2 2016 and has held it in 18 quarters since. The position peaked at $47K in Q3 2022. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

First Personal Financial Services held 505 shares of Warner Bros worth $4.17K as of Q3 2024.
First Personal Financial Services left its Warner Bros share count unchanged in Q3 2024.
Warner Bros made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #347 holding.
First Personal Financial Services first reported a position in Warner Bros in Q2 2016 and has held it in 18 quarters since.
First Personal Financial Services's Warner Bros position peaked at $47K in Q3 2022.
1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.