HighTower Advisors’s Welbilt, Inc. WBT Stock Holding History

HighTower Advisors’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	-8,766	Closed	-$209K	–	3516
2022 Q2	$209K	Sell	8,766 -39,000	-82%	-$921K	﹤0.01%	2609
2022 Q1	$1.14M	Sell	47,766 -847	-2%	-$20.1K	﹤0.01%	1686
2021 Q4	$1.16M	Buy	+48,613	New	+$1.15M	﹤0.01%	1696
2020 Q1	–	Sell	-56,605	Closed	-$882K	–	2578
2019 Q4	$882K	Buy	+56,605	New	+$969K	0.01%	1202
2018 Q1	–	Sell	-8,783	Closed	-$206K	–	2379
2017 Q4	$206K	Buy	+8,783	New	+$194K	﹤0.01%	1908

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

HighTower Advisors's WBT Position: Q3 2022 in Review

HighTower Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 8,766 shares — an estimated $209K sold.

HighTower Advisors first reported a position in WBT in Q4 2017 and held it in 5 quarters. The position peaked at $1.16M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

HighTower Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
HighTower Advisors sold 8,766 Welbilt, Inc. shares in Q3 2022, an estimated $209K.
HighTower Advisors first reported a position in Welbilt, Inc. in Q4 2017 and held it in 5 quarters.
HighTower Advisors's Welbilt, Inc. position peaked at $1.16M in Q4 2021.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on HighTower Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.