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IBEX Wealth Advisors’s Warner Bros WBD Stock Holding History

IBEX Wealth 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
2024
Q3 		– Sell
-110
Closed -$819 – 274
2024
Q2 		$819 Buy
+110
New +$881 ﹤0.01% 278
2019
Q3 		– Sell
-195
Closed -$5K – 395
2019
Q2 		$5K Buy
+195
New +$5.67K ﹤0.01% 356
2017
Q1 		– Sell
-195
Closed -$5K – 395
2016
Q4 		$5K Buy
+195
New +$5.29K ﹤0.01% 380

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

IBEX Wealth Advisors's WBD Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Warner Bros (WBD) in Q3 2024, closing a stake of 110 shares — an estimated $819 sold.

IBEX Wealth Advisors first reported a position in WBD in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Warner Bros position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 110 Warner Bros shares in Q3 2024, an estimated $819.
  • IBEX Wealth Advisors first reported a position in Warner Bros in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Warner Bros position peaked at $5K in Q2 2019.
  • 1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.