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Liberty Wealth Management’s Warner Bros WBD Stock Holding History

Liberty 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
-205
Closed -$4K – 993
2020
Q1 		$4K Hold
205
– – ﹤0.01% 645
2019
Q4 		$7K Sell
205
-62
-23% -$1.87K 0.01% 629
2019
Q3 		$7K Hold
267
– – 0.01% 598
2019
Q2 		$8K Hold
267
– – 0.01% 574
2019
Q1 		$7K Buy
267
+97
+57% +$2.7K 0.01% 496
2018
Q4 		$4K Buy
+170
New +$5.18K ﹤0.01% 611

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
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

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

Liberty Wealth Management sold out of Warner Bros (WBD) in Q2 2020, closing a stake of 205 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in WBD in Q4 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 517 funds tracked by Wall St. Rank hold WBD as of Q2 2020.

  • Liberty Wealth Management reported no remaining Warner Bros position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 205 Warner Bros shares in Q2 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Warner Bros in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Warner Bros position peaked at $8K in Q2 2019.
  • 517 funds tracked by Wall St. Rank held Warner Bros as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.