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Heritage Wealth Management (Arizona)’s Warner Bros WBD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$25K Buy
2,634
+1,661
+171% +$18.8K ﹤0.01% 626
2022
Q3 		$11K Buy
973
+33
+4% +$448 ﹤0.01% 641
2022
Q2 		$12.6K Buy
+940
New +$17.4K ﹤0.01% 630

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WBD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Warner Bros (WBD) stake by 171% in Q4 2022, buying an estimated $18.8K and bringing the position to 2,634 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Heritage Wealth Management (Arizona) first reported a position in WBD in Q2 2022 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,634 shares of Warner Bros worth $25K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,661 Warner Bros shares in Q4 2022, an estimated $18.8K.
  • Warner Bros made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #626 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Warner Bros in Q2 2022 and has held it in 3 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.