Personal Wealth Partners’s Warner Bros WBD Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-5	Closed	–	–	615
2019 Q4	$0	Hold	5	–	–	﹤0.01%	691
2019 Q3	$0	Buy	+5	New	+$145	﹤0.01%	700

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's WBD Position: Q1 2020 in Review

Personal Wealth Partners sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in WBD in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 522 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

Personal Wealth Partners reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 5 Warner Bros shares in Q1 2020.
Personal Wealth Partners first reported a position in Warner Bros in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Warner Bros position peaked at $0 in Q4 2019.
522 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.