NR
WBD icon

Newfound Research’s Warner Bros WBD Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-15
Closed – – 197
2020
Q1 		$0 Hold
15
– – ﹤0.01% 210
2019
Q4 		$0 Buy
15
+2
+15% +$60 ﹤0.01% 230
2019
Q3 		$0 Buy
13
+4
+44% +$116 ﹤0.01% 231
2019
Q2 		$0 Buy
9
+5
+125% +$145 ﹤0.01% 227
2019
Q1 		$0 Buy
+4
New +$111 ﹤0.01% 235
2018
Q2 		– Sell
-8
Closed – – 229
2018
Q1 		$0 Buy
8
+7
+700% +$166 ﹤0.01% 266
2017
Q4 		$0 Hold
1
– – ﹤0.01% 233
2017
Q3 		$0 Hold
1
– – ﹤0.01% 233
2017
Q2 		$0 Hold
1
– – ﹤0.01% 225
2017
Q1 		$0 Hold
1
– – ﹤0.01% 223
2016
Q4 		$0 Hold
1
– – ﹤0.01% 194
2016
Q3 		$0 Hold
1
– – ﹤0.01% 191
2016
Q2 		$0 Buy
+1
New +$27 ﹤0.01% 183

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return