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Lugano Financial Advisors SA (LFA)’s Warner Bros WBD Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q1 		– Sell
-2,000
Closed -$21.1K – 208
2024
Q4 		$21.1K Sell
2,000
-3,000
-60% -$27.9K 0.01% 170
2024
Q3 		$41.3K Hold
5,000
– – 0.03% 150
2024
Q2 		$37.2K Buy
+5,000
New +$40.1K 0.03% 142

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s WBD Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 2,000 shares — an estimated $21.1K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WBD in Q2 2024 and held it in 3 quarters. The position peaked at $41.3K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 2,000 Warner Bros shares in Q1 2025, an estimated $21.1K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Warner Bros in Q2 2024 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Warner Bros position peaked at $41.3K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.