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WBT

Natixis’s Welbilt, Inc. WBT Stock Holding History

Natixis’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-383,038
Closed -$9.12M – 1213
2022
Q2 		$9.12M Sell
383,038
-28,007
-7% -$662K 0.03% 315
2022
Q1 		$9.76M Buy
411,045
+68,998
+20% +$1.64M 0.03% 413
2021
Q4 		$8.13M Sell
342,047
-40,811
-11% -$966K 0.03% 449
2021
Q3 		$8.9M Buy
+382,858
New +$9M 0.03% 402

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Natixis's WBT Position: Q3 2022 in Review

Natixis sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 383,038 shares — an estimated $9.12M sold.

Natixis first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $9.76M in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Natixis reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Natixis sold 383,038 Welbilt, Inc. shares in Q3 2022, an estimated $9.12M.
  • Natixis first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Natixis's Welbilt, Inc. position peaked at $9.76M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Natixis's 13F filing for Q3 2022, filed 14 Nov 2022.