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Nations Financial Group’s Warner Bros WBD Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-14,970
Closed -$124K – 716
2024
Q3 		$124K Sell
14,970
-1,296
-8% -$10.1K 0.01% 656
2024
Q2 		$121K Buy
16,266
+38
+0.2% +$304 0.01% 616
2024
Q1 		$142K Buy
16,228
+214
+1% +$2.06K 0.01% 608
2023
Q4 		$182K Sell
16,014
-80
-0.5% -$864 0.02% 596
2023
Q3 		$175K Sell
16,094
-1,571
-9% -$19.6K 0.02% 589
2023
Q2 		$222K Sell
17,665
-1,322
-7% -$17.2K 0.02% 569
2023
Q1 		$287K Sell
18,987
-196
-1% -$2.79K 0.03% 499
2022
Q4 		$182K Sell
19,183
-2,614
-12% -$29.5K 0.02% 571
2022
Q3 		$251K Buy
21,797
+582
+3% +$7.91K 0.04% 435
2022
Q2 		$285K Buy
+21,215
New +$394K 0.04% 421

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Nations Financial Group's WBD Position: Q4 2024 in Review

Nations Financial Group sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 14,970 shares — an estimated $124K sold.

Nations Financial Group first reported a position in WBD in Q2 2022 and held it in 10 quarters. The position peaked at $287K in Q1 2023. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Nations Financial Group reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 14,970 Warner Bros shares in Q4 2024, an estimated $124K.
  • Nations Financial Group first reported a position in Warner Bros in Q2 2022 and held it in 10 quarters.
  • Nations Financial Group's Warner Bros position peaked at $287K in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.