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Raab & Moskowitz Asset Management’s Warner Bros WBD Stock Holding History

Raab & Moskowitz Asset Management’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
-129
Closed -$4K – 509
2019
Q4 		$4K Buy
+129
New +$3.89K ﹤0.01% 480
2018
Q4 		– Sell
-129
Closed -$4K – 497
2018
Q3 		$4K Buy
+129
New +$3.63K ﹤0.01% 486
2015
Q1 		– Sell
-25
Closed -$1K – 372
2014
Q4 		$1K Buy
+25
New +$867 ﹤0.01% 472

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raab & Moskowitz Asset Management's WBD Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Warner Bros (WBD) in Q1 2020, closing a stake of 129 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in WBD in Q4 2014 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 522 funds tracked by Wall St. Rank hold WBD as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Warner Bros position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 129 Warner Bros shares in Q1 2020, an estimated $4K.
  • Raab & Moskowitz Asset Management first reported a position in Warner Bros in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's Warner Bros position peaked at $4K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held Warner Bros as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.