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Life Planning Partners’s Warner Bros WBD Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-17
Closed -$194 – 255
2023
Q4 		$194 Buy
+17
New +$183 ﹤0.01% 254
2022
Q3 		$1.43K Hold
124
– – ﹤0.01% 166
2022
Q2 		$1K Buy
+124
New +$2.3K ﹤0.01% 176

Other funds holding WBD

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Life Planning Partners's WBD Position: Q1 2024 in Review

Life Planning Partners sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 17 shares — an estimated $194 sold.

Life Planning Partners first reported a position in WBD in Q2 2022 and held it in 3 quarters. The position peaked at $1.43K in Q3 2022. 1,218 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • Life Planning Partners reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 17 Warner Bros shares in Q1 2024, an estimated $194.
  • Life Planning Partners first reported a position in Warner Bros in Q2 2022 and held it in 3 quarters.
  • Life Planning Partners's Warner Bros position peaked at $1.43K in Q3 2022.
  • 1,218 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.