MPS Loria Financial Planners’s Warner Bros WBD Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-12	Closed	–	–	557
2021 Q1	$0	Hold	12	–	–	﹤0.01%	641
2020 Q4	$0	Buy	+12	New	+$294	﹤0.01%	643

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's WBD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Warner Bros (WBD) in Q2 2021, closing a stake of 12 shares.

MPS Loria Financial Planners first reported a position in WBD in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 610 funds tracked by Wall St. Rank hold WBD as of Q2 2021.

MPS Loria Financial Planners reported no remaining Warner Bros position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 12 Warner Bros shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Warner Bros in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Warner Bros position peaked at $0 in Q1 2021.
610 funds tracked by Wall St. Rank held Warner Bros as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.