Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Warner Bros WBD Stock Holding History

Legacy Financial Group (Iowa)’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
-123
Closed -$1.34K – 511
2023
Q3 		$1.34K Buy
+123
New +$1.53K ﹤0.01% 501

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Legacy Financial Group (Iowa)'s WBD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 123 shares — an estimated $1.34K sold.

Legacy Financial Group (Iowa) first reported a position in WBD in Q3 2023 and held it in 1 quarter. The position peaked at $1.34K in Q3 2023. 1,259 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 123 Warner Bros shares in Q4 2023, an estimated $1.34K.
  • Legacy Financial Group (Iowa) first reported a position in Warner Bros in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Warner Bros position peaked at $1.34K in Q3 2023.
  • 1,259 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.