Lee Financial’s Warner Bros WBD Stock Holding History

Lee Financial’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	-422	Closed	-$4.8K	–	815
2023 Q4	$4.8K	Sell	422 -215	-34%	-$2.32K	﹤0.01%	550
2023 Q3	$6.92K	Hold	637	–	–	﹤0.01%	469
2023 Q2	$7.99K	Hold	637	–	–	﹤0.01%	444
2023 Q1	$9.62K	Sell	637 -1,099	-63%	-$15.6K	﹤0.01%	429
2022 Q4	$16.5K	Sell	1,736 -653	-27%	-$7.37K	﹤0.01%	385
2022 Q3	$27K	Buy	2,389 +1,121	+88%	+$15.2K	0.01%	301
2022 Q2	$17K	Buy	1,268 +1,243	+4,972%	+$23.1K	﹤0.01%	363
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	742
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	882
2021 Q3	$1K	Sell	25 -161	-87%	-$4.53K	﹤0.01%	690
2021 Q2	$6K	Buy	+186	New	+$6.45K	﹤0.01%	452

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

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 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

Manulife (Manufacturers Life Insurance)

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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