RJA
WBT

Raymond James & Associates’s Welbilt, Inc. WBT Stock Holding History

Raymond James & Associates’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-82,402
Closed -$1.96M – 4338
2021
Q4 		$1.96M Buy
82,402
+5,056
+7% +$120K ﹤0.01% 2193
2021
Q3 		$1.8M Buy
77,346
+16,867
+28% +$396K ﹤0.01% 2181
2021
Q2 		$1.4M Sell
60,479
-2,446
-4% -$51.9K ﹤0.01% 2356
2021
Q1 		$1.02M Buy
+62,925
New +$946K ﹤0.01% 2497
2020
Q4 		– Sell
-13,132
Closed -$81K – 3921
2020
Q3 		$81K Sell
13,132
-1,941
-13% -$13.1K ﹤0.01% 3407
2020
Q2 		$92K Sell
15,073
-550
-4% -$2.98K ﹤0.01% 3305
2020
Q1 		$80K Sell
15,623
-1,314
-8% -$15.8K ﹤0.01% 3251
2019
Q4 		$264K Sell
16,937
-95,528
-85% -$1.64M ﹤0.01% 3159
2019
Q3 		$1.9M Buy
112,465
+99,311
+755% +$1.61M ﹤0.01% 1804
2019
Q2 		$220K Buy
13,154
+343
+3% +$5.61K ﹤0.01% 3198
2019
Q1 		$210K Sell
12,811
-45,500
-78% -$664K ﹤0.01% 3214
2018
Q4 		$648K Sell
58,311
-46,780
-45% -$722K ﹤0.01% 2369
2018
Q3 		$2.19M Buy
105,091
+2,409
+2% +$53.1K ﹤0.01% 1751
2018
Q2 		$2.29M Buy
102,682
+41,461
+68% +$829K ﹤0.01% 1678
2018
Q1 		$1.19M Buy
61,221
+3,136
+5% +$67K ﹤0.01% 2011
2017
Q4 		$1.37M Sell
58,085
-973
-2% -$21.5K ﹤0.01% 1944
2017
Q3 		$1.36M Buy
59,058
+314
+0.5% +$6.35K ﹤0.01% 1906
2017
Q2 		$1.11M Buy
58,744
+3,040
+5% +$59.4K ﹤0.01% 1969
2017
Q1 		$1.09M Buy
55,704
+10,737
+24% +$206K ﹤0.01% 1922
2016
Q4 		$869K Buy
44,967
+9,731
+28% +$166K ﹤0.01% 1999
2016
Q3 		$572K Buy
35,236
+7,890
+29% +$135K ﹤0.01% 2179
2016
Q2 		$482K Buy
27,346
+10,363
+61% +$165K ﹤0.01% 2121
2016
Q1 		$250K Buy
+16,983
New +$247K ﹤0.01% 2453

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Raymond James & Associates's WBT Position: Q1 2022 in Review

Raymond James & Associates sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 82,402 shares — an estimated $1.96M sold.

Raymond James & Associates first reported a position in WBT in Q1 2016 and held it in 23 quarters. The position peaked at $2.29M in Q2 2018. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Raymond James & Associates reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Raymond James & Associates sold 82,402 Welbilt, Inc. shares in Q1 2022, an estimated $1.96M.
  • Raymond James & Associates first reported a position in Welbilt, Inc. in Q1 2016 and held it in 23 quarters.
  • Raymond James & Associates's Welbilt, Inc. position peaked at $2.29M in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Raymond James & Associates's 13F filing for Q1 2022, filed 11 May 2022.