Janiczek Wealth Management’s Warner Bros WBD Stock Holding History

Janiczek Wealth Management’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 Q2	$1.31K	Sell	176 -1	-0.6%	-$8	﹤0.01%	897
2024 Q1	$1.55K	Sell	177 -254	-59%	-$2.45K	﹤0.01%	886
2023 Q4	$4.91K	Sell	431 -80	-16%	-$864	﹤0.01%	756
2023 Q3	$5.55K	Buy	511 +61	+14%	+$761	﹤0.01%	715
2023 Q2	$5.64K	Hold	450	–	–	﹤0.01%	640
2023 Q1	$6.2K	Sell	450 -9	-2%	-$128	﹤0.01%	641
2022 Q4	$6.04K	Sell	459 -161	-26%	-$1.82K	﹤0.01%	631
2022 Q3	$7K	Sell	620 -337	-35%	-$4.58K	﹤0.01%	619
2022 Q2	$14K	Buy	+957	New	+$17.8K	﹤0.01%	527
2021 Q4	–	Sell	-105	Closed	-$3K	–	1103
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	780
2021 Q2	$3K	Buy	+105	New	+$3.64K	﹤0.01%	733

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Janiczek Wealth Management's WBD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Warner Bros (WBD) stake by 0.56% in Q2 2024, selling an estimated $8 and leaving 176 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Janiczek Wealth Management first reported a position in WBD in Q2 2021 and has held it in 11 quarters since. The position peaked at $14K in Q2 2022. 1,192 funds tracked by Wall St. Rank hold WBD as of Q2 2024.

Janiczek Wealth Management held 176 shares of Warner Bros worth $1.31K as of Q2 2024.
Janiczek Wealth Management sold 1 Warner Bros share in Q2 2024, an estimated $8.
Warner Bros made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #897 holding.
Janiczek Wealth Management first reported a position in Warner Bros in Q2 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Warner Bros position peaked at $14K in Q2 2022.
1,192 funds tracked by Wall St. Rank held Warner Bros as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.