FORA Capital’s Welbilt, Inc. WBT Stock Holding History

FORA Capital’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
2022 Q3	–	Sell	-51,011	Closed	-$1.22M	–	630
2022 Q2	$1.22M	Buy	+51,011	New	+$1.21M	0.24%	134
2021 Q3	–	Sell	-2,472	Closed	-$57K	–	970
2021 Q2	$57K	Buy	+2,472	New	+$52.5K	0.01%	691
2020 Q2	–	Sell	-19,128	Closed	-$98K	–	1415
2020 Q1	$98K	Buy	+19,128	New	+$230K	0.02%	619

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FORA Capital's WBT Position: Q3 2022 in Review

FORA Capital sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 51,011 shares — an estimated $1.22M sold.

FORA Capital first reported a position in WBT in Q1 2020 and held it in 3 quarters. The position peaked at $1.22M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

FORA Capital reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
FORA Capital sold 51,011 Welbilt, Inc. shares in Q3 2022, an estimated $1.22M.
FORA Capital first reported a position in Welbilt, Inc. in Q1 2020 and held it in 3 quarters.
FORA Capital's Welbilt, Inc. position peaked at $1.22M in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on FORA Capital's 13F filing for Q3 2022, filed 14 Nov 2022.