Heck Capital Advisors’s Warner Bros WBD Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-567	Closed	-$5.99K	–	787
2024 Q4	$5.99K	Buy	+567	New	+$5.27K	﹤0.01%	565

Other funds holding WBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Heck Capital Advisors's WBD Position: Q1 2025 in Review

Heck Capital Advisors sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 567 shares — an estimated $5.99K sold.

Heck Capital Advisors first reported a position in WBD in Q4 2024 and held it in 1 quarter. The position peaked at $5.99K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

Heck Capital Advisors reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 567 Warner Bros shares in Q1 2025, an estimated $5.99K.
Heck Capital Advisors first reported a position in Warner Bros in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Warner Bros position peaked at $5.99K in Q4 2024.
1,173 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.