Newbridge Financial Services Group’s Welbilt, Inc. WBT Stock Holding History

Newbridge Financial Services Group’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	-1,800	Closed	-$43K	–	1526
2022 Q2	$43K	Buy	1,800 +800	+80%	+$18.9K	0.03%	440
2022 Q1	$24K	Hold	1,000	–	–	0.01%	680
2021 Q4	$24K	Hold	1,000	–	–	0.01%	677
2021 Q3	$23K	Hold	1,000	–	–	0.01%	634
2021 Q2	$23K	Hold	1,000	–	–	0.01%	745
2021 Q1	$16K	Buy	+1,000	New	+$15K	0.01%	760

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Newbridge Financial Services Group's WBT Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,800 shares — an estimated $43K sold.

Newbridge Financial Services Group first reported a position in WBT in Q1 2021 and held it in 6 quarters. The position peaked at $43K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Newbridge Financial Services Group reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 1,800 Welbilt, Inc. shares in Q3 2022, an estimated $43K.
Newbridge Financial Services Group first reported a position in Welbilt, Inc. in Q1 2021 and held it in 6 quarters.
Newbridge Financial Services Group's Welbilt, Inc. position peaked at $43K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.