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Guardian Wealth Advisors (North Carolina)’s Warner Bros WBD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q3 		– Sell
-10,282
Closed -$76.5K – 473
2024
Q2 		$76.5K Sell
10,282
-326
-3% -$2.61K 0.01% 285
2024
Q1 		$92.6K Buy
+10,608
New +$102K 0.01% 289

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WBD Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Warner Bros (WBD) in Q3 2024, closing a stake of 10,282 shares — an estimated $76.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WBD in Q1 2024 and held it in 2 quarters. The position peaked at $92.6K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Warner Bros position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 10,282 Warner Bros shares in Q3 2024, an estimated $76.5K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Warner Bros in Q1 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Warner Bros position peaked at $92.6K in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.