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Householder Group Estate & Retirement Specialist’s Warner Music WMG Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$6K – 1237
2024
Q3 		$6K Hold
200
– – ﹤0.01% 917
2024
Q2 		$6K Hold
200
– – ﹤0.01% 924
2024
Q1 		$6.6K Hold
200
– – ﹤0.01% 888
2023
Q4 		$7K Hold
200
– – ﹤0.01% 848
2023
Q3 		$6.28K Buy
+200
New +$6.27K ﹤0.01% 887
2023
Q1 		$7K Buy
+200
New +$6.73K ﹤0.01% 898

Other funds holding WMG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist sold out of Warner Music (WMG) in Q4 2024, closing a stake of 200 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in WMG in Q1 2023 and held it in 6 quarters. The position peaked at $7K in Q4 2023. 255 funds tracked by Wall St. Rank hold WMG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Warner Music position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 200 Warner Music shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Warner Music in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Warner Music position peaked at $7K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Warner Music as of Q4 2024.

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