NFG
WBT

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

Next Financial 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
2021
Q3 		– Sell
-681
Closed -$16K – 2851
2021
Q2 		$16K Hold
681
– – ﹤0.01% 1841
2021
Q1 		$11K Buy
+681
New +$10.2K ﹤0.01% 1872
2017
Q4 		– Sell
-100
Closed -$2K – 1543
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1641
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1778
2017
Q1 		$2K Hold
100
– – ﹤0.01% 1749
2016
Q4 		$2K Hold
100
– – ﹤0.01% 2210
2016
Q3 		$2K Hold
100
– – ﹤0.01% 2203
2016
Q2 		$1K Hold
100
– – ﹤0.01% 1705
2016
Q1 		$1K Buy
+100
New +$1.45K ﹤0.01% 1683

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's WBT Position: Q3 2021 in Review

Next Financial Group sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 681 shares — an estimated $16K sold.

Next Financial Group first reported a position in WBT in Q1 2016 and held it in 9 quarters. The position peaked at $16K in Q2 2021. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

  • Next Financial Group reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 681 Welbilt, Inc. shares in Q3 2021, an estimated $16K.
  • Next Financial Group first reported a position in Welbilt, Inc. in Q1 2016 and held it in 9 quarters.
  • Next Financial Group's Welbilt, Inc. position peaked at $16K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.