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Goodman Advisory Group’s Warner Bros WBD Stock Holding History

Goodman 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
2023
Q4 		– Sell
-390
Closed -$4.21K – 177
2023
Q3 		$4.24K Hold
390
– – ﹤0.01% 139
2023
Q2 		$4.89K Hold
390
– – ﹤0.01% 133
2023
Q1 		$5.89K Hold
390
– – ﹤0.01% 121
2022
Q4 		$4K Hold
390
– – ﹤0.01% 122
2022
Q3 		$4K Sell
390
-421
-52% -$5.72K ﹤0.01% 126
2022
Q2 		$11K Buy
+811
New +$15K ﹤0.01% 112

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Goodman Advisory Group's WBD Position: Q4 2023 in Review

Goodman Advisory Group sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 390 shares — an estimated $4.21K sold.

Goodman Advisory Group first reported a position in WBD in Q2 2022 and held it in 6 quarters. The position peaked at $11K in Q2 2022. 1,260 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

  • Goodman Advisory Group reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 390 Warner Bros shares in Q4 2023, an estimated $4.21K.
  • Goodman Advisory Group first reported a position in Warner Bros in Q2 2022 and held it in 6 quarters.
  • Goodman Advisory Group's Warner Bros position peaked at $11K in Q2 2022.
  • 1,260 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.