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KPP Advisory Services’s Warner Bros WBD Stock Holding History

KPP Advisory Services’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
Q1 		– Sell
-10,118
Closed -$115K – 244
2023
Q4 		$115K Sell
10,118
-1,513
-13% -$16.3K 0.1% 123
2023
Q3 		$126K Buy
+11,631
New +$145K 0.04% 208

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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 $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KPP Advisory Services's WBD Position: Q1 2024 in Review

KPP Advisory Services sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 10,118 shares — an estimated $115K sold.

KPP Advisory Services first reported a position in WBD in Q3 2023 and held it in 2 quarters. The position peaked at $126K in Q3 2023. 1,217 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • KPP Advisory Services reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • KPP Advisory Services sold 10,118 Warner Bros shares in Q1 2024, an estimated $115K.
  • KPP Advisory Services first reported a position in Warner Bros in Q3 2023 and held it in 2 quarters.
  • KPP Advisory Services's Warner Bros position peaked at $126K in Q3 2023.
  • 1,217 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on KPP Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.