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Freedman Financial Associates’s Warner Bros WBD Stock Holding History

Freedman Financial Associates’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
2021
Q4 		– Sell
-290
Closed -$7K – 490
2021
Q3 		$7K Hold
290
– – 0.01% 381
2021
Q2 		$9K Hold
290
– – 0.01% 354
2021
Q1 		$13K Hold
290
– – 0.01% 330
2020
Q4 		$9K Buy
+290
New +$7.11K 0.01% 359

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ClearBridge Investments
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State Street
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LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BC
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Freedman Financial Associates's WBD Position: Q4 2021 in Review

Freedman Financial Associates sold out of Warner Bros (WBD) in Q4 2021, closing a stake of 290 shares — an estimated $7K sold.

Freedman Financial Associates first reported a position in WBD in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 583 funds tracked by Wall St. Rank hold WBD as of Q4 2021.

  • Freedman Financial Associates reported no remaining Warner Bros position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 290 Warner Bros shares in Q4 2021, an estimated $7K.
  • Freedman Financial Associates first reported a position in Warner Bros in Q4 2020 and held it in 4 quarters.
  • Freedman Financial Associates's Warner Bros position peaked at $13K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held Warner Bros as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.