Greenwich Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Greenwich Wealth Management’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	-46,034	Closed	-$1.1M	–	250
2022 Q2	$1.1M	Hold	46,034	–	–	0.15%	104
2022 Q1	$1.09M	Hold	46,034	–	–	0.11%	106
2021 Q4	$1.09M	Buy	46,034 +2	+0%	+$47	0.09%	104
2021 Q3	$1.07M	Sell	46,032 -1	-0%	-$24	0.09%	106
2021 Q2	$1.07M	Hold	46,033	–	–	0.09%	100
2021 Q1	$748K	Hold	46,033	–	–	0.06%	119
2020 Q4	$608K	Hold	46,033	–	–	0.05%	118
2020 Q3	$284K	Hold	46,033	–	–	0.05%	152
2020 Q2	$280K	Hold	46,033	–	–	0.05%	146
2020 Q1	$236K	Hold	46,033	–	–	0.05%	151
2019 Q4	$719K	Hold	46,033	–	–	0.14%	97
2019 Q3	$776K	Hold	46,033	–	–	0.15%	98
2019 Q2	$769K	Hold	46,033	–	–	0.13%	102
2019 Q1	$754K	Sell	46,033 -2	-0%	-$29	0.13%	98
2018 Q4	$511K	Buy	46,035 +1	+0%	+$15	0.1%	111
2018 Q3	$961K	Hold	46,034	–	–	0.17%	87
2018 Q2	$1.03M	Sell	46,034 -234	-0.5%	-$4.68K	0.18%	80
2018 Q1	$900K	Hold	46,268	–	–	0.14%	84
2017 Q4	$1.09M	Buy	46,268 +236	+0.5%	+$5.21K	0.18%	80
2017 Q3	$1.06M	Sell	46,032 -5,765	-11%	-$117K	0.18%	76
2017 Q2	$976K	Buy	51,797 +257	+0.5%	+$5.02K	0.16%	78
2017 Q1	$1.01M	Buy	+51,540	New	+$987K	0.13%	78

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Greenwich Wealth Management's WBT Position: Q3 2022 in Review

Greenwich Wealth Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 46,034 shares — an estimated $1.1M sold.

Greenwich Wealth Management first reported a position in WBT in Q1 2017 and held it in 22 quarters. The position peaked at $1.1M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Greenwich Wealth Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Greenwich Wealth Management sold 46,034 Welbilt, Inc. shares in Q3 2022, an estimated $1.1M.
Greenwich Wealth Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 22 quarters.
Greenwich Wealth Management's Welbilt, Inc. position peaked at $1.1M in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Greenwich Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.