Gideon Capital Advisors’s Warner Bros WBD Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-46,795	Closed	-$1.53M	–	211
2019 Q4	$1.53M	Buy	+46,795	New	+$1.41M	0.53%	73
2019 Q2	–	Sell	-8,153	Closed	-$220K	–	447
2019 Q1	$220K	Buy	+8,153	New	+$227K	0.08%	335
2017 Q3	–	Sell	-12,075	Closed	-$312K	–	384
2017 Q2	$312K	Buy	+12,075	New	+$327K	0.34%	120

Other funds holding WBD

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gideon Capital Advisors's WBD Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 46,795 shares — an estimated $1.53M sold.

Gideon Capital Advisors first reported a position in WBD in Q2 2017 and held it in 3 quarters. The position peaked at $1.53M in Q4 2019. 522 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

Gideon Capital Advisors reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 46,795 Warner Bros shares in Q1 2020, an estimated $1.53M.
Gideon Capital Advisors first reported a position in Warner Bros in Q2 2017 and held it in 3 quarters.
Gideon Capital Advisors's Warner Bros position peaked at $1.53M in Q4 2019.
522 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.