Northwestern Mutual Wealth Management
WBT

Northwestern Mutual Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-1,348
Closed -$32K – 3541
2021
Q4 		$32K Buy
1,348
+1,248
+1,248% +$29.5K ﹤0.01% 2154
2021
Q3 		$2K Buy
+100
New +$2.35K ﹤0.01% 2882
2020
Q2 		– Sell
-4,006
Closed -$21K – 2769
2020
Q1 		$21K Sell
4,006
-9,022
-69% -$109K ﹤0.01% 1696
2019
Q4 		$203K Sell
13,028
-2,067
-14% -$35.4K ﹤0.01% 944
2019
Q3 		$255K Buy
15,095
+95
+0.6% +$1.54K ﹤0.01% 818
2019
Q2 		$251K Hold
15,000
– – ﹤0.01% 818
2019
Q1 		$246K Hold
15,000
– – ﹤0.01% 799
2018
Q4 		$167K Sell
15,000
-1,453
-9% -$22.4K ﹤0.01% 839
2018
Q3 		$344K Buy
16,453
+15,123
+1,137% +$333K ﹤0.01% 656
2018
Q2 		$30K Sell
1,330
-3,000
-69% -$60K ﹤0.01% 1453
2018
Q1 		$84K Buy
4,330
+2,900
+203% +$61.9K ﹤0.01% 1014
2017
Q4 		$34K Buy
1,430
+100
+8% +$2.21K ﹤0.01% 1300
2017
Q3 		$31K Hold
1,330
– – ﹤0.01% 1308
2017
Q2 		$25K Sell
1,330
-209
-14% -$4.08K ﹤0.01% 1321
2017
Q1 		$30K Sell
1,539
-805
-34% -$15.4K ﹤0.01% 1193
2016
Q4 		$45K Buy
+2,344
New +$40K ﹤0.01% 1067
2016
Q3 		– Sell
-1,330
Closed -$23K – 1679
2016
Q2 		$23K Hold
1,330
– – ﹤0.01% 1131
2016
Q1 		$20K Buy
+1,330
New +$19.3K ﹤0.01% 1202

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Northwestern Mutual Wealth Management's WBT Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 1,348 shares — an estimated $32K sold.

Northwestern Mutual Wealth Management first reported a position in WBT in Q1 2016 and held it in 18 quarters. The position peaked at $344K in Q3 2018. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Northwestern Mutual Wealth Management reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,348 Welbilt, Inc. shares in Q1 2022, an estimated $32K.
  • Northwestern Mutual Wealth Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Welbilt, Inc. position peaked at $344K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.