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Rational Advisors’s Warner Bros WBD Stock Holding History

Rational 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
2020
Q4 		– Sell
-14
Closed – – 597
2020
Q3 		$0 Sell
14
-479
-97% -$10.5K ﹤0.01% 663
2020
Q2 		$10K Buy
+493
New +$10.6K 0.01% 367
2020
Q1 		– Sell
-472
Closed -$15K – 517
2019
Q4 		$15K Buy
472
+46
+11% +$1.39K 0.01% 432
2019
Q3 		$11K Sell
426
-6,181
-94% -$180K ﹤0.01% 495
2019
Q2 		$203K Buy
6,607
+6,162
+1,385% +$179K 0.07% 216
2019
Q1 		$12K Sell
445
-1,573
-78% -$43.8K ﹤0.01% 416
2018
Q4 		$50K Buy
2,018
+420
+26% +$12.8K 0.02% 283
2018
Q3 		$51K Buy
1,598
+1,589
+17,656% +$44.8K 0.01% 286
2018
Q2 		$0 Sell
9
-21
-70% -$501 ﹤0.01% 568
2018
Q1 		$1K Buy
+30
New +$713 ﹤0.01% 502
2015
Q3 		$2K Hold
72
– – ﹤0.01% 465
2015
Q2 		$2K Hold
72
– – ﹤0.01% 478
2015
Q1 		$2K Sell
72
-48
-40% -$1.51K ﹤0.01% 474
2014
Q4 		$4K Buy
+120
New +$4.16K ﹤0.01% 512
2013
Q4 		$16K Sell
352
-24
-6% -$1.04K ﹤0.01% 761
2013
Q3 		$16K Hold
376
– – ﹤0.01% 784
2013
Q2 		$15K Buy
+376
New +$15K ﹤0.01% 783

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rational Advisors's WBD Position: Q4 2020 in Review

Rational Advisors sold out of Warner Bros (WBD) in Q4 2020, closing a stake of 14 shares.

Rational Advisors first reported a position in WBD in Q2 2013 and held it in 17 quarters. The position peaked at $203K in Q2 2019. 543 funds tracked by Wall St. Rank hold WBD as of Q4 2020.

  • Rational Advisors reported no remaining Warner Bros position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 14 Warner Bros shares in Q4 2020.
  • Rational Advisors first reported a position in Warner Bros in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Warner Bros position peaked at $203K in Q2 2019.
  • 543 funds tracked by Wall St. Rank held Warner Bros as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.