NFA
WBD icon

Northwest Financial Advisors’s Warner Bros WBD Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-685
Closed -$5.65K – 541
2024
Q3 		$5.65K Buy
+685
New +$5.35K ﹤0.01% 433
2024
Q1 		– Sell
-747
Closed -$8.5K – 528
2023
Q4 		$8.5K Buy
+747
New +$8.06K 0.01% 394

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Northwest Financial Advisors's WBD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 685 shares — an estimated $5.65K sold.

Northwest Financial Advisors first reported a position in WBD in Q4 2023 and held it in 2 quarters. The position peaked at $8.5K in Q4 2023. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 685 Warner Bros shares in Q4 2024, an estimated $5.65K.
  • Northwest Financial Advisors first reported a position in Warner Bros in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Warner Bros position peaked at $8.5K in Q4 2023.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.