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Kingswood Wealth Advisors’s Warner Bros WBD Stock Holding History

Kingswood Wealth 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
2024
Q2 		– Sell
-14,107
Closed -$123K – 715
2024
Q1 		$123K Buy
+14,107
New +$136K 0.01% 592

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kingswood Wealth Advisors's WBD Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Warner Bros (WBD) in Q2 2024, closing a stake of 14,107 shares — an estimated $123K sold.

Kingswood Wealth Advisors first reported a position in WBD in Q1 2024 and held it in 1 quarter. The position peaked at $123K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold WBD as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Warner Bros position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,107 Warner Bros shares in Q2 2024, an estimated $123K.
  • Kingswood Wealth Advisors first reported a position in Warner Bros in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Warner Bros position peaked at $123K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Warner Bros as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.