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LongView Wealth Management’s Warner Bros WBD Stock Holding History

LongView 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
2024
Q3 		– Sell
-10,832
Closed -$80.6K – 197
2024
Q2 		$80.6K Buy
+10,832
New +$86.8K 0.03% 182
2024
Q1 		– Sell
-11,995
Closed -$132K – 181
2023
Q4 		$132K Buy
+11,995
New +$129K 0.06% 169

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LongView Wealth Management's WBD Position: Q3 2024 in Review

LongView Wealth Management sold out of Warner Bros (WBD) in Q3 2024, closing a stake of 10,832 shares — an estimated $80.6K sold.

LongView Wealth Management first reported a position in WBD in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q4 2023. 1,147 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • LongView Wealth Management reported no remaining Warner Bros position as of Q3 2024 after selling out during the quarter.
  • LongView Wealth Management sold 10,832 Warner Bros shares in Q3 2024, an estimated $80.6K.
  • LongView Wealth Management first reported a position in Warner Bros in Q4 2023 and held it in 2 quarters.
  • LongView Wealth Management's Warner Bros position peaked at $132K in Q4 2023.
  • 1,147 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on LongView Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.