PSI Advisors’s Warner Bros WBD Stock Holding History

PSI 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 Q2	–	Sell	-45	Closed	-$482	–	690
2025 Q1	$482	Hold	45	–	–	﹤0.01%	685
2024 Q4	$476	Sell	45 -130	-74%	-$1.21K	﹤0.01%	814
2024 Q3	$1.45K	Hold	175	–	–	﹤0.01%	764
2024 Q2	$1.3K	Sell	175 -207	-54%	-$1.66K	﹤0.01%	748
2024 Q1	$3.33K	Sell	382 -81	-17%	-$781	﹤0.01%	632
2023 Q4	$5.27K	Sell	463 -1,272	-73%	-$13.7K	﹤0.01%	620
2023 Q3	$18.8K	Sell	1,735 -48	-3%	-$599	0.01%	398
2023 Q2	$22.4K	Sell	1,783 -384	-18%	-$4.98K	0.01%	375
2023 Q1	$32.7K	Sell	2,167 -76	-3%	-$1.08K	0.02%	273
2022 Q4	$21.3K	Sell	2,243 -498	-18%	-$5.62K	0.01%	312
2022 Q3	$32K	Sell	2,741 -2,366	-46%	-$32.2K	0.02%	275
2022 Q2	$69K	Buy	+5,107	New	+$94.7K	0.03%	208

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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return