Gradient Investments’s Welbilt, Inc. WBT Stock Holding History

Gradient Investments’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	-506	Closed	-$12K	–	1611
2022 Q2	$12K	Hold	506	–	–	﹤0.01%	740
2022 Q1	$12K	Hold	506	–	–	﹤0.01%	747
2021 Q4	$12K	Sell	506 -10	-2%	-$237	﹤0.01%	768
2021 Q3	$12K	Sell	516 -2	-0.4%	-$47	﹤0.01%	752
2021 Q2	$12K	Buy	518 +2	+0.4%	+$42	﹤0.01%	738
2021 Q1	$8K	Buy	+516	New	+$7.76K	﹤0.01%	816
2018 Q4	–	Sell	-90	Closed	-$2K	–	1132
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	864
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	855
2018 Q1	$2K	Sell	90 -15	-14%	-$320	﹤0.01%	855
2017 Q4	$2K	Buy	+105	New	+$2.32K	﹤0.01%	842

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 $8.74B AUM 14.62% 1-Year Est. Return

Gradient Investments's WBT Position: Q3 2022 in Review

Gradient Investments sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 506 shares — an estimated $12K sold.

Gradient Investments first reported a position in WBT in Q4 2017 and held it in 10 quarters. The position peaked at $12K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Gradient Investments reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 506 Welbilt, Inc. shares in Q3 2022, an estimated $12K.
Gradient Investments first reported a position in Welbilt, Inc. in Q4 2017 and held it in 10 quarters.
Gradient Investments's Welbilt, Inc. position peaked at $12K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.