OPS
WBT

Orion Portfolio Solutions’s Welbilt, Inc. WBT Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-157
Closed -$1K – 2264
2020
Q2 		$1K Sell
157
-30
-16% -$162 ﹤0.01% 2127
2020
Q1 		$1K Sell
187
-829
-82% -$9.97K ﹤0.01% 1848
2019
Q4 		$16K Buy
+1,016
New +$17.4K ﹤0.01% 852

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Orion Portfolio Solutions's WBT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Welbilt, Inc. (WBT) in Q3 2020, closing a stake of 157 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in WBT in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 197 funds tracked by Wall St. Rank hold WBT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Welbilt, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 157 Welbilt, Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Welbilt, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Welbilt, Inc. position peaked at $16K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.