Householder Group Estate & Retirement Specialist’s Warner Bros WBD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$9K	Sell	905 -1,042	-54%	-$9.68K	0.01%	378
2024 Q3	$16K	Sell	1,947 -175	-8%	-$1.37K	﹤0.01%	740
2024 Q2	$15K	Sell	2,122 -25	-1%	-$200	﹤0.01%	737
2024 Q1	$18.7K	Buy	2,147 +196	+10%	+$1.89K	0.01%	687
2023 Q4	$22K	Buy	1,951 +28	+1%	+$302	0.01%	632
2023 Q3	$20.9K	Buy	+1,923	New	+$24K	0.01%	634
2023 Q1	$38K	Buy	+2,522	New	+$35.9K	0.01%	497
2022 Q4	–	Sell	-3,125	Closed	-$35K	–	1157
2022 Q3	$35K	Buy	+3,125	New	+$42.5K	0.01%	465

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 $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WBD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Warner Bros (WBD) stake by 54% in Q4 2024, selling an estimated $9.68K and leaving 905 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #378.

Householder Group Estate & Retirement Specialist first reported a position in WBD in Q3 2022 and has held it in 8 quarters since. The position peaked at $38K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 905 shares of Warner Bros worth $9K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,042 Warner Bros shares in Q4 2024, an estimated $9.68K.
Warner Bros made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #378 holding.
Householder Group Estate & Retirement Specialist first reported a position in Warner Bros in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Warner Bros position peaked at $38K in Q1 2023.
1,202 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.