MCM
WBT

Manchester Capital Management’s Welbilt, Inc. WBT Stock Holding History

Manchester Capital 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
2022
Q3 		– Sell
-169
Closed -$4K – 1045
2022
Q2 		$4K Buy
169
+51
+43% +$1.21K ﹤0.01% 606
2022
Q1 		$3K Sell
118
-28
-19% -$665 ﹤0.01% 789
2021
Q4 		$3K Sell
146
-32
-18% -$758 ﹤0.01% 802
2021
Q3 		$4K Buy
+178
New +$4.18K ﹤0.01% 767

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Manchester Capital Management's WBT Position: Q3 2022 in Review

Manchester Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 169 shares — an estimated $4K sold.

Manchester Capital Management first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Manchester Capital Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Manchester Capital Management sold 169 Welbilt, Inc. shares in Q3 2022, an estimated $4K.
  • Manchester Capital Management first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Manchester Capital Management's Welbilt, Inc. position peaked at $4K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Manchester Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.