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Pacific Capital Wealth Advisors’s Warner Bros WBD Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-83
Closed -$877 – 385
2024
Q4 		$877 Sell
83
-40
-33% -$372 ﹤0.01% 363
2024
Q3 		$1.01K Sell
123
-2
-2% -$16 ﹤0.01% 425
2024
Q2 		$930 Hold
125
– – ﹤0.01% 458
2024
Q1 		$1.09K Hold
125
– – ﹤0.01% 474
2023
Q4 		$1.42K Buy
+125
New +$1.35K ﹤0.01% 299

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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pacific Capital Wealth Advisors's WBD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 83 shares — an estimated $877 sold.

Pacific Capital Wealth Advisors first reported a position in WBD in Q4 2023 and held it in 5 quarters. The position peaked at $1.42K in Q4 2023. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 83 Warner Bros shares in Q1 2025, an estimated $877.
  • Pacific Capital Wealth Advisors first reported a position in Warner Bros in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Warner Bros position peaked at $1.42K in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.