GM Advisory Group’s Warner Bros WBD Stock Holding History

GM Advisory Group’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 Q4	–	Sell	-16,112	Closed	-$351K	–	194
2020 Q3	$351K	Hold	16,112	–	–	0.05%	119
2020 Q2	$340K	Buy	+16,112	New	+$348K	0.06%	134

Other funds holding WBD

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

GM Advisory Group's WBD Position: Q4 2020 in Review

GM Advisory Group sold out of Warner Bros (WBD) in Q4 2020, closing a stake of 16,112 shares — an estimated $351K sold.

GM Advisory Group first reported a position in WBD in Q2 2020 and held it in 2 quarters. The position peaked at $351K in Q3 2020. 543 funds tracked by Wall St. Rank hold WBD as of Q4 2020.

GM Advisory Group reported no remaining Warner Bros position as of Q4 2020 after selling out during the quarter.
GM Advisory Group sold 16,112 Warner Bros shares in Q4 2020, an estimated $351K.
GM Advisory Group first reported a position in Warner Bros in Q2 2020 and held it in 2 quarters.
GM Advisory Group's Warner Bros position peaked at $351K in Q3 2020.
543 funds tracked by Wall St. Rank held Warner Bros as of Q4 2020.

Based on GM Advisory Group's 13F filing for Q4 2020, filed 12 Feb 2021.