PWP
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Principle Wealth Partners’s Warner Bros WBD Stock Holding History

Principle 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
2022
Q3 		– Sell
-15,322
Closed -$206K – 307
2022
Q2 		$206K Buy
+15,322
New +$284K 0.02% 294

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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's WBD Position: Q3 2022 in Review

Principle Wealth Partners sold out of Warner Bros (WBD) in Q3 2022, closing a stake of 15,322 shares — an estimated $206K sold.

Principle Wealth Partners first reported a position in WBD in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold WBD as of Q3 2022.

  • Principle Wealth Partners reported no remaining Warner Bros position as of Q3 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 15,322 Warner Bros shares in Q3 2022, an estimated $206K.
  • Principle Wealth Partners first reported a position in Warner Bros in Q2 2022 and held it in 1 quarter.
  • Principle Wealth Partners's Warner Bros position peaked at $206K in Q2 2022.
  • 1,393 funds tracked by Wall St. Rank held Warner Bros as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.