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Milestone Investment Advisors’s Warner Bros WBD Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-2,535
Closed -$27.5K – 433
2023
Q3 		$27.5K Buy
+2,535
New +$31.6K 0.01% 239
2023
Q2 		– Sell
-3,031
Closed -$45.8K – 429
2023
Q1 		$45.8K Buy
+3,031
New +$43.1K 0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Milestone Investment Advisors's WBD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Warner Bros (WBD) in Q4 2023, closing a stake of 2,535 shares — an estimated $27.5K sold.

Milestone Investment Advisors first reported a position in WBD in Q1 2023 and held it in 2 quarters. The position peaked at $45.8K in Q1 2023. 1,259 funds tracked by Wall St. Rank hold WBD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Warner Bros position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,535 Warner Bros shares in Q4 2023, an estimated $27.5K.
  • Milestone Investment Advisors first reported a position in Warner Bros in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Warner Bros position peaked at $45.8K in Q1 2023.
  • 1,259 funds tracked by Wall St. Rank held Warner Bros as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.