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Legacy Wealth Asset Management’s Warner Bros WBD Stock Holding History

Legacy Wealth Asset 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
2021
Q1 		– Sell
-11,987
Closed -$361K – 292
2020
Q4 		$361K Buy
+11,987
New +$294K 0.18% 209

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CS
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
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Legacy Wealth Asset Management's WBD Position: Q1 2021 in Review

Legacy Wealth Asset Management sold out of Warner Bros (WBD) in Q1 2021, closing a stake of 11,987 shares — an estimated $361K sold.

Legacy Wealth Asset Management first reported a position in WBD in Q4 2020 and held it in 1 quarter. The position peaked at $361K in Q4 2020. 635 funds tracked by Wall St. Rank hold WBD as of Q1 2021.

  • Legacy Wealth Asset Management reported no remaining Warner Bros position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,987 Warner Bros shares in Q1 2021, an estimated $361K.
  • Legacy Wealth Asset Management first reported a position in Warner Bros in Q4 2020 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Warner Bros position peaked at $361K in Q4 2020.
  • 635 funds tracked by Wall St. Rank held Warner Bros as of Q1 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.