Nisa Investment Advisors
WBT

Nisa Investment Advisors’s Welbilt, Inc. WBT Stock Holding History

Nisa Investment Advisors’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
-6,240
Closed -$149K – 2679
2022
Q2 		$149K Buy
6,240
+270
+5% +$6.38K ﹤0.01% 1388
2022
Q1 		$142K Sell
5,970
-380
-6% -$9.02K ﹤0.01% 1503
2021
Q4 		$151K Sell
6,350
-1,790
-22% -$42.4K ﹤0.01% 1363
2021
Q3 		$189 Hold
8,140
– – ﹤0.01% 1425
2021
Q2 		$188 Buy
8,140
+1,290
+19% +$27.4K ﹤0.01% 1432
2021
Q1 		$111 Hold
6,850
– – ﹤0.01% 1712
2020
Q4 		$90K Buy
6,850
+2,100
+44% +$18.9K ﹤0.01% 1780
2020
Q3 		$29K Buy
+4,750
New +$32K ﹤0.01% 2004
2020
Q2 		– Sell
-6,000
Closed -$31K – 2124
2020
Q1 		$31K Sell
6,000
-12,200
-67% -$147K ﹤0.01% 1633
2019
Q4 		$284K Hold
18,200
– – ﹤0.01% 1245
2019
Q3 		$307K Hold
18,200
– – ﹤0.01% 1230
2019
Q2 		$304K Buy
18,200
+5,800
+47% +$94.8K ﹤0.01% 1218
2019
Q1 		$203K Buy
12,400
+1,900
+18% +$27.7K ﹤0.01% 1303
2018
Q4 		$117K Buy
10,500
+4,400
+72% +$67.9K ﹤0.01% 1348
2018
Q3 		$127K Hold
6,100
– – ﹤0.01% 1376
2018
Q2 		$136K Hold
6,100
– – ﹤0.01% 1325
2018
Q1 		$121K Sell
6,100
-10,000
-62% -$214K ﹤0.01% 1324
2017
Q4 		$379K Buy
16,100
+10,000
+164% +$221K ﹤0.01% 1110
2017
Q3 		$141K Hold
6,100
– – ﹤0.01% 1315
2017
Q2 		$117K Hold
6,100
– – ﹤0.01% 1333
2017
Q1 		$120K Hold
6,100
– – ﹤0.01% 1334
2016
Q4 		$118K Hold
6,100
– – ﹤0.01% 1322
2016
Q3 		$99K Hold
6,100
– – ﹤0.01% 1334
2016
Q2 		$107K Hold
6,100
– – ﹤0.01% 1316
2016
Q1 		$90K Buy
+6,100
New +$88.7K ﹤0.01% 1348

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

Nisa Investment Advisors's WBT Position: Q3 2022 in Review

Nisa Investment Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 6,240 shares — an estimated $149K sold.

Nisa Investment Advisors first reported a position in WBT in Q1 2016 and held it in 25 quarters. The position peaked at $379K in Q4 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Nisa Investment Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 6,240 Welbilt, Inc. shares in Q3 2022, an estimated $149K.
  • Nisa Investment Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 25 quarters.
  • Nisa Investment Advisors's Welbilt, Inc. position peaked at $379K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Nisa Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.