Lenox Wealth Advisors’s Warner Bros WBD Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-200	Closed	-$5K	–	1008
2021 Q4	$5K	Buy	+200	New	+$4.98K	﹤0.01%	612
2016 Q1	–	Sell	-60	Closed	-$2K	–	415
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	341
2015 Q3	$2K	Buy	+60	New	+$1.77K	﹤0.01%	357
2015 Q2	–	Sell	-60	Closed	-$2K	–	332
2015 Q1	$2K	Hold	60	–	–	﹤0.01%	309
2014 Q4	$2K	Buy	+60	New	+$2.08K	﹤0.01%	309

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's WBD Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Warner Bros (WBD) in Q1 2022, closing a stake of 200 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in WBD in Q4 2014 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 584 funds tracked by Wall St. Rank hold WBD as of Q1 2022.

Lenox Wealth Advisors reported no remaining Warner Bros position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 200 Warner Bros shares in Q1 2022, an estimated $5K.
Lenox Wealth Advisors first reported a position in Warner Bros in Q4 2014 and held it in 5 quarters.
Lenox Wealth Advisors's Warner Bros position peaked at $5K in Q4 2021.
584 funds tracked by Wall St. Rank held Warner Bros as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.