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Keener Financial Planning’s Warner Bros WBD Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-168
Closed -$1.56K – 199
2024
Q3 		$1K Hold
168
– – ﹤0.01% 176
2024
Q2 		$1K Hold
168
– – ﹤0.01% 181
2024
Q1 		$2K Sell
168
-153
-48% -$1.47K ﹤0.01% 182
2023
Q4 		$4K Buy
+321
New +$3.46K ﹤0.01% 171

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Keener Financial Planning's WBD Position: Q4 2024 in Review

Keener Financial Planning sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 168 shares — an estimated $1.56K sold.

Keener Financial Planning first reported a position in WBD in Q4 2023 and held it in 4 quarters. The position peaked at $4K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Keener Financial Planning reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 168 Warner Bros shares in Q4 2024, an estimated $1.56K.
  • Keener Financial Planning first reported a position in Warner Bros in Q4 2023 and held it in 4 quarters.
  • Keener Financial Planning's Warner Bros position peaked at $4K in Q4 2023.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.