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Legend Financial Advisors’s Warner Bros WBD Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-4
Closed -$42 – 252
2024
Q4 		$42 Buy
+4
New +$37 ﹤0.01% 260
2024
Q3 		– Sell
-4
Closed -$30 – 279
2024
Q2 		$30 Sell
4
-155
-97% -$1.24K ﹤0.01% 290
2024
Q1 		$1.39K Hold
159
– – ﹤0.01% 179
2023
Q4 		$1.81K Hold
159
– – ﹤0.01% 180
2023
Q3 		$1.73K Hold
159
– – ﹤0.01% 181
2023
Q2 		$1.99K Sell
159
-11
-6% -$143 ﹤0.01% 198
2023
Q1 		$2.57K Sell
170
-399
-70% -$5.68K ﹤0.01% 204
2022
Q4 		$5.39K Sell
569
-399
-41% -$4.5K ﹤0.01% 198
2022
Q3 		$11.1K Buy
+968
New +$13.2K 0.01% 139

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Legend Financial Advisors's WBD Position: Q1 2025 in Review

Legend Financial Advisors sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 4 shares — an estimated $42 sold.

Legend Financial Advisors first reported a position in WBD in Q3 2022 and held it in 9 quarters. The position peaked at $11.1K in Q3 2022. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • Legend Financial Advisors reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 4 Warner Bros shares in Q1 2025, an estimated $42.
  • Legend Financial Advisors first reported a position in Warner Bros in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Warner Bros position peaked at $11.1K in Q3 2022.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.