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Naples Money Management’s Warner Bros WBD Stock Holding History

Naples Money 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
Q3 		$12.5K Hold
1,517
– – 0.01% 165
2024
Q2 		$10.8K Hold
1,517
– – 0.01% 184
2024
Q1 		$13.2K Sell
1,517
-7
-0.5% -$67 0.01% 169
2023
Q4 		$17.3K Buy
+1,524
New +$16.4K 0.02% 147

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Naples Money Management's WBD Position: Q3 2024 in Review

Naples Money Management held its Warner Bros (WBD) position steady in Q3 2024 at 1,517 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Naples Money Management first reported a position in WBD in Q4 2023 and has held it in 4 quarters since. The position peaked at $17.3K in Q4 2023. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • Naples Money Management held 1,517 shares of Warner Bros worth $12.5K as of Q3 2024.
  • Naples Money Management left its Warner Bros share count unchanged in Q3 2024.
  • Warner Bros made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #165 holding.
  • Naples Money Management first reported a position in Warner Bros in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Warner Bros position peaked at $17.3K in Q4 2023.
  • 1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.