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Retirement Financial Solutions’s Warner Bros WBD Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-735
Closed -$6.97K – 261
2022
Q4 		$6.97K Buy
+735
New +$8.3K 0.01% 157

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Geode Capital Management
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Newport Trust Company
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BG
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Northern Trust
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Hotchkis & Wiley Capital Management
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SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Retirement Financial Solutions's WBD Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Warner Bros (WBD) in Q1 2023, closing a stake of 735 shares — an estimated $6.97K sold.

Retirement Financial Solutions first reported a position in WBD in Q4 2022 and held it in 1 quarter. The position peaked at $6.97K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold WBD as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Warner Bros position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 735 Warner Bros shares in Q1 2023, an estimated $6.97K.
  • Retirement Financial Solutions first reported a position in Warner Bros in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Warner Bros position peaked at $6.97K in Q4 2022.
  • 1,270 funds tracked by Wall St. Rank held Warner Bros as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.