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

IFP 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 Q4	–	Sell	-405	Closed	-$9K	–	4942
2022 Q3	$9K	Hold	405	–	–	﹤0.01%	3744
2022 Q2	$9K	Hold	405	–	–	﹤0.01%	3500
2022 Q1	$9K	Buy	405 +402	+13,400%	+$9.54K	﹤0.01%	3500
2021 Q4	$1K	Buy	+3	New	+$71	﹤0.01%	3187
2020 Q2	–	Sell	-290	Closed	-$1.57K	–	3026
2020 Q1	$1K	Hold	290	–	–	﹤0.01%	2668
2019 Q4	$5K	Hold	290	–	–	﹤0.01%	2214
2019 Q3	$5K	Buy	+290	New	+$4.71K	﹤0.01%	2368
2019 Q1	–	Sell	-166	Closed	-$2K	–	3665
2018 Q4	$2K	Buy	+166	New	+$2.56K	﹤0.01%	3225
2017 Q4	–	Sell	-1,100	Closed	-$25K	–	4196
2017 Q3	$25K	Hold	1,100	–	–	﹤0.01%	2464
2017 Q2	$21K	Hold	1,100	–	–	﹤0.01%	2565
2017 Q1	$22K	Hold	1,100	–	–	﹤0.01%	2453
2016 Q4	$21K	Hold	1,100	–	–	﹤0.01%	2439
2016 Q3	$18K	Hold	1,100	–	–	﹤0.01%	2487
2016 Q2	$19K	Buy	+1,100	New	+$17.5K	﹤0.01%	2391

IFP Advisors's WBT Position: Q4 2022 in Review

IFP Advisors sold out of Welbilt, Inc. (WBT) in Q4 2022, closing a stake of 405 shares — an estimated $9K sold.

IFP Advisors first reported a position in WBT in Q2 2016 and held it in 14 quarters. The position peaked at $25K in Q3 2017. 0 funds tracked by Wall St. Rank hold WBT as of Q4 2022.

IFP Advisors reported no remaining Welbilt, Inc. position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 405 Welbilt, Inc. shares in Q4 2022, an estimated $9K.
IFP Advisors first reported a position in Welbilt, Inc. in Q2 2016 and held it in 14 quarters.
IFP Advisors's Welbilt, Inc. position peaked at $25K in Q3 2017.
0 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.