KIA
WBD icon

KCM Investment Advisors’s Warner Bros WBD Stock Holding History

KCM 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
2023
Q1 		– Sell
-10,721
Closed -$102K – 417
2022
Q4 		$102K Sell
10,721
-166
-2% -$1.87K ﹤0.01% 387
2022
Q3 		$125K Buy
+10,887
New +$148K 0.01% 374
2020
Q2 		– Sell
-18,599
Closed -$362K – 350
2020
Q1 		$362K Sell
18,599
-2,896
-13% -$79.5K 0.02% 246
2019
Q4 		$704K Buy
21,495
+187
+0.9% +$5.63K 0.04% 211
2019
Q3 		$567K Buy
21,308
+2,673
+14% +$77.6K 0.03% 222
2019
Q2 		$572K Buy
18,635
+6,197
+50% +$180K 0.03% 223
2019
Q1 		$336K Buy
+12,438
New +$346K 0.02% 265

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

KCM Investment Advisors's WBD Position: Q1 2023 in Review

KCM Investment Advisors sold out of Warner Bros (WBD) in Q1 2023, closing a stake of 10,721 shares — an estimated $102K sold.

KCM Investment Advisors first reported a position in WBD in Q1 2019 and held it in 7 quarters. The position peaked at $704K in Q4 2019. 1,270 funds tracked by Wall St. Rank hold WBD as of Q1 2023.

  • KCM Investment Advisors reported no remaining Warner Bros position as of Q1 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 10,721 Warner Bros shares in Q1 2023, an estimated $102K.
  • KCM Investment Advisors first reported a position in Warner Bros in Q1 2019 and held it in 7 quarters.
  • KCM Investment Advisors's Warner Bros position peaked at $704K in Q4 2019.
  • 1,270 funds tracked by Wall St. Rank held Warner Bros as of Q1 2023.

Based on KCM Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.