PWMG
WEBR

Prestige Wealth Management Group’s Weber Inc. WEBR Stock Holding History

Prestige Wealth Management Group’s Portfolio WEBR Stock Details WEBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-160
Closed -$3K – 1083
2021
Q3 		$3K Buy
+160
New +$2.57K ﹤0.01% 770

Other funds holding WEBR

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFG
Investors Financial Group Plymouth, Minnesota $215M AUM 19.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's WEBR Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Weber Inc. (WEBR) in Q4 2021, closing a stake of 160 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in WEBR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 89 funds tracked by Wall St. Rank hold WEBR as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Weber Inc. position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 160 Weber Inc. shares in Q4 2021, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Weber Inc. in Q3 2021 and held it in 1 quarter.
  • Prestige Wealth Management Group's Weber Inc. position peaked at $3K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Weber Inc. as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.