RIA
WBT

Realta Investment Advisors’s Welbilt, Inc. WBT Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-4,738
Closed -$80K – 1530
2019
Q4 		$80K Sell
4,738
-685
-13% -$11.7K 0.02% 557
2019
Q3 		$92K Sell
5,423
-254
-4% -$4.12K 0.03% 521
2019
Q2 		$96K Sell
5,677
-703
-11% -$11.5K 0.03% 509
2019
Q1 		$105K Buy
+6,380
New +$93.1K 0.05% 387

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Realta Investment Advisors's WBT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 4,738 shares — an estimated $80K sold.

Realta Investment Advisors first reported a position in WBT in Q1 2019 and held it in 4 quarters. The position peaked at $105K in Q1 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,738 Welbilt, Inc. shares in Q1 2020, an estimated $80K.
  • Realta Investment Advisors first reported a position in Welbilt, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Welbilt, Inc. position peaked at $105K in Q1 2019.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.