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JOYN Advisors’s Warner Bros WBD Stock Holding History

JOYN 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
2019
Q1 		– Sell
-652
Closed -$16K – 1398
2018
Q4 		$16K Buy
652
+183
+39% +$5.57K ﹤0.01% 774
2018
Q3 		$15K Buy
469
+43
+10% +$1.21K ﹤0.01% 804
2018
Q2 		$12K Sell
426
-201
-32% -$4.79K ﹤0.01% 851
2018
Q1 		$13K Buy
+627
New +$14.9K ﹤0.01% 742

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

JOYN Advisors's WBD Position: Q1 2019 in Review

JOYN Advisors sold out of Warner Bros (WBD) in Q1 2019, closing a stake of 652 shares — an estimated $16K sold.

JOYN Advisors first reported a position in WBD in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q4 2018. 511 funds tracked by Wall St. Rank hold WBD as of Q1 2019.

  • JOYN Advisors reported no remaining Warner Bros position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 652 Warner Bros shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in Warner Bros in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Warner Bros position peaked at $16K in Q4 2018.
  • 511 funds tracked by Wall St. Rank held Warner Bros as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.