Franklin, Parlapiano, Turner & Welch’s Welbilt, Inc. WBT Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	-15,861	Closed	-$378K	–	48
2022 Q2	$378K	Sell	15,861 -1,601	-9%	-$37.8K	0.13%	37
2022 Q1	$415K	Hold	17,462	–	–	0.12%	39
2021 Q4	$415K	Buy	17,462 +1,601	+10%	+$37.9K	0.12%	39
2021 Q3	$369K	Hold	15,861	–	–	0.12%	39
2021 Q2	$367K	Sell	15,861 -3,930	-20%	-$83.4K	0.11%	39
2021 Q1	$322K	Sell	19,791 -16,887	-46%	-$254K	0.11%	38
2020 Q4	$484K	Sell	36,678 -10,000	-21%	-$89.8K	0.18%	38
2020 Q3	$288K	Sell	46,678 -5,000	-10%	-$33.7K	0.12%	39
2020 Q2	$315K	Buy	51,678 +17,400	+51%	+$94.1K	0.13%	39
2020 Q1	$176K	Hold	34,278	–	–	0.08%	42
2019 Q4	$535K	Hold	34,278	–	–	0.2%	38
2019 Q3	$578K	Hold	34,278	–	–	0.22%	36
2019 Q2	$572K	Hold	34,278	–	–	0.22%	36
2019 Q1	$561K	Hold	34,278	–	–	0.22%	37
2018 Q4	$381K	Hold	34,278	–	–	0.17%	39
2018 Q3	$716K	Hold	34,278	–	–	0.29%	37
2018 Q2	$765K	Hold	34,278	–	–	0.32%	37
2018 Q1	$667K	Hold	34,278	–	–	0.28%	36
2017 Q4	$806K	Buy	34,278 +17,391	+103%	+$384K	0.33%	35
2017 Q3	$389K	Hold	16,887	–	–	0.17%	38
2017 Q2	$318K	Hold	16,887	–	–	0.15%	39
2017 Q1	$331K	Hold	16,887	–	–	0.15%	39
2016 Q4	$326K	Buy	+16,887	New	+$288K	0.16%	39

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 $9.54B AUM 19.86% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's WBT Position: Q3 2022 in Review

Franklin, Parlapiano, Turner & Welch sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 15,861 shares — an estimated $378K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in WBT in Q4 2016 and held it in 23 quarters. The position peaked at $806K in Q4 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Franklin, Parlapiano, Turner & Welch reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 15,861 Welbilt, Inc. shares in Q3 2022, an estimated $378K.
Franklin, Parlapiano, Turner & Welch first reported a position in Welbilt, Inc. in Q4 2016 and held it in 23 quarters.
Franklin, Parlapiano, Turner & Welch's Welbilt, Inc. position peaked at $806K in Q4 2017.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q3 2022, filed 3 Nov 2022.