IPG Investment Advisors’s Warner Bros WBD Stock Holding History

IPG Investment 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
2025 Q1	–	Sell	-772,404	Closed	-$8.16M	–	199
2024 Q4	$8.16M	Sell	772,404 -109,010	-12%	-$1.01M	1.86%	16
2024 Q3	$7.27M	Buy	881,414 +1,218	+0.1%	+$9.52K	1.58%	17
2024 Q2	$6.55M	Buy	880,196 +654,070	+289%	+$5.24M	1.43%	18
2024 Q1	$1.97M	Buy	+226,126	New	+$2.18M	0.43%	50
2023 Q1	–	Sell	-1,697,276	Closed	-$16.1M	–	181
2022 Q4	$16.1M	Buy	1,697,276 +949,020	+127%	+$10.7M	4.49%	5
2022 Q3	$8.6M	Buy	748,256 +66,270	+10%	+$901K	2.41%	13
2022 Q2	$9.15M	Buy	+681,986	New	+$12.7M	2.29%	14
2022 Q1	–	Sell	-137,400	Closed	-$3.23M	–	226
2021 Q4	$3.23M	Buy	+137,400	New	+$3.42M	0.59%	32

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IPG Investment Advisors's WBD Position: Q1 2025 in Review

IPG Investment Advisors sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 772,404 shares — an estimated $8.16M sold.

IPG Investment Advisors first reported a position in WBD in Q4 2021 and held it in 8 quarters. The position peaked at $16.1M in Q4 2022. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

IPG Investment Advisors reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
IPG Investment Advisors sold 772,404 Warner Bros shares in Q1 2025, an estimated $8.16M.
IPG Investment Advisors first reported a position in Warner Bros in Q4 2021 and held it in 8 quarters.
IPG Investment Advisors's Warner Bros position peaked at $16.1M in Q4 2022.
1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on IPG Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.