Lenox Wealth Management’s Warner Bros WBD Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-87	Closed	-$1K	–	805
2020 Q1	$1K	Buy	+87	New	+$2.39K	﹤0.01%	682

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Lenox Wealth Management's WBD Position: Q2 2020 in Review

Lenox Wealth Management sold out of Warner Bros (WBD) in Q2 2020, closing a stake of 87 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in WBD in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 517 funds tracked by Wall St. Rank hold WBD as of Q2 2020.

Lenox Wealth Management reported no remaining Warner Bros position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 87 Warner Bros shares in Q2 2020, an estimated $1K.
Lenox Wealth Management first reported a position in Warner Bros in Q1 2020 and held it in 1 quarter.
Lenox Wealth Management's Warner Bros position peaked at $1K in Q1 2020.
517 funds tracked by Wall St. Rank held Warner Bros as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.