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

FourThought Financial’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
2021 Q2	–	Sell	-1,000	Closed	-$16K	–	1617
2021 Q1	$16K	Buy	+1,000	New	+$15K	﹤0.01%	958

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

FourThought Financial's WBT Position: Q2 2021 in Review

FourThought Financial sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 1,000 shares — an estimated $16K sold.

FourThought Financial first reported a position in WBT in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

FourThought Financial reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
FourThought Financial sold 1,000 Welbilt, Inc. shares in Q2 2021, an estimated $16K.
FourThought Financial first reported a position in Welbilt, Inc. in Q1 2021 and held it in 1 quarter.
FourThought Financial's Welbilt, Inc. position peaked at $16K in Q1 2021.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.