Kiley Juergens Wealth Management’s Warner Bros WBD Stock Holding History

Kiley Juergens 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
2023 Q2	–	Sell	-13,316	Closed	-$201K	–	75
2023 Q1	$201K	Buy	+13,316	New	+$190K	0.08%	74
2022 Q4	–	Sell	-15,444	Closed	-$207K	–	74
2022 Q3	$207K	Hold	15,444	–	–	0.1%	70
2022 Q2	$207K	Buy	+15,444	New	+$286K	0.1%	72
2018 Q4	–	Sell	-690	Closed	–	–	656
2018 Q3	$0	Hold	690	–	–	﹤0.01%	762
2018 Q2	$0	Buy	+690	New	+$16.5K	﹤0.01%	699
2018 Q1	–	Sell	-73	Closed	-$1K	–	607
2017 Q4	$1K	Buy	+73	New	+$1.43K	﹤0.01%	658

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiley Juergens Wealth Management's WBD Position: Q2 2023 in Review

Kiley Juergens Wealth Management sold out of Warner Bros (WBD) in Q2 2023, closing a stake of 13,316 shares — an estimated $201K sold.

Kiley Juergens Wealth Management first reported a position in WBD in Q4 2017 and held it in 6 quarters. The position peaked at $207K in Q3 2022. 1,278 funds tracked by Wall St. Rank hold WBD as of Q2 2023.

Kiley Juergens Wealth Management reported no remaining Warner Bros position as of Q2 2023 after selling out during the quarter.
Kiley Juergens Wealth Management sold 13,316 Warner Bros shares in Q2 2023, an estimated $201K.
Kiley Juergens Wealth Management first reported a position in Warner Bros in Q4 2017 and held it in 6 quarters.
Kiley Juergens Wealth Management's Warner Bros position peaked at $207K in Q3 2022.
1,278 funds tracked by Wall St. Rank held Warner Bros as of Q2 2023.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.