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McGlone Suttner Wealth Management’s Warner Bros WBD Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-371
Closed -$4.22K – 770
2023
Q4 		$4.22K Buy
+371
New +$4K ﹤0.01% 602

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's WBD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 371 shares — an estimated $4.22K sold.

McGlone Suttner Wealth Management first reported a position in WBD in Q4 2023 and held it in 1 quarter. The position peaked at $4.22K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 371 Warner Bros shares in Q1 2024, an estimated $4.22K.
  • McGlone Suttner Wealth Management first reported a position in Warner Bros in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Warner Bros position peaked at $4.22K in Q4 2023.
  • 1,216 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.