LWM
WBT

Liberty Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Liberty Wealth Management’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$2K – 1206
2021
Q3 		$2K Hold
75
– – ﹤0.01% 1092
2021
Q2 		$2K Hold
75
– – ﹤0.01% 960
2021
Q1 		$1K Hold
75
– – ﹤0.01% 917
2020
Q4 		$1K Hold
75
– – ﹤0.01% 923
2020
Q3 		$0 Hold
75
– – ﹤0.01% 978
2020
Q2 		$0 Hold
75
– – ﹤0.01% 1009
2020
Q1 		$0 Hold
75
– – ﹤0.01% 1017
2019
Q4 		$1K Hold
75
– – ﹤0.01% 881
2019
Q3 		$1K Hold
75
– – ﹤0.01% 841
2019
Q2 		$1K Hold
75
– – ﹤0.01% 878
2019
Q1 		$1K Hold
75
– – ﹤0.01% 705
2018
Q4 		$0 Buy
+75
New +$1.16K ﹤0.01% 807

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Liberty Wealth Management's WBT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 75 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in WBT in Q4 2018 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 75 Welbilt, Inc. shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Welbilt, Inc. in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Welbilt, Inc. position peaked at $2K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.