Key Client Fiduciary Advisors’s Warner Bros WBD Stock Holding History

Key Client Fiduciary 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 Q4	–	Sell	-12,743	Closed	-$138K	–	178
2023 Q3	$138K	Sell	12,743 -86	-0.7%	-$1.07K	0.08%	162
2023 Q2	$161K	Sell	12,829 -537	-4%	-$6.97K	0.09%	171
2023 Q1	$202K	Buy	13,366 +881	+7%	+$12.5K	0.13%	159
2022 Q4	$118K	Buy	+12,485	New	+$141K	0.08%	153

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Key Client Fiduciary Advisors's WBD Position: Q4 2023 in Review

Key Client Fiduciary Advisors sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 12,743 shares — an estimated $138K sold.

Key Client Fiduciary Advisors first reported a position in WBD in Q4 2022 and held it in 4 quarters. The position peaked at $202K in Q1 2023. 1,259 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

Key Client Fiduciary Advisors reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 12,743 Warner Bros shares in Q4 2023, an estimated $138K.
Key Client Fiduciary Advisors first reported a position in Warner Bros in Q4 2022 and held it in 4 quarters.
Key Client Fiduciary Advisors's Warner Bros position peaked at $202K in Q1 2023.
1,259 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.