RWA
WBT

River Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History

River Wealth 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
Q4 		– Sell
-11,708
Closed -$72K – 208
2020
Q3 		$72K Sell
11,708
-4,050
-26% -$27.3K 0.02% 198
2020
Q2 		$96K Sell
15,758
-12,100
-43% -$65.5K 0.03% 179
2020
Q1 		$143K Sell
27,858
-8,650
-24% -$104K 0.06% 156
2019
Q4 		$570K Sell
36,508
-6,190
-14% -$106K 0.19% 106
2019
Q3 		$720K Hold
42,698
– – 0.27% 92
2019
Q2 		$713K Sell
42,698
-1,730
-4% -$28.3K 0.28% 89
2019
Q1 		$728K Buy
44,428
+1,000
+2% +$14.6K 0.3% 89
2018
Q4 		$482K Buy
43,428
+1,225
+3% +$18.9K 0.21% 102
2018
Q3 		$881K Sell
42,203
-5,304
-11% -$117K 0.32% 89
2018
Q2 		$1.06M Sell
47,507
-2,300
-5% -$46K 0.41% 80
2018
Q1 		$969K Sell
49,807
-2,200
-4% -$47K 0.41% 87
2017
Q4 		$1.22M Hold
52,007
– – 0.51% 74
2017
Q3 		$1.2M Sell
52,007
-1,375
-3% -$27.8K 0.54% 70
2017
Q2 		$1.01M Sell
53,382
-1,200
-2% -$23.4K 0.47% 80
2017
Q1 		$1.07M Sell
54,582
-2,600
-5% -$49.8K 0.52% 72
2016
Q4 		$1.1M Sell
57,182
-300
-0.5% -$5.12K 0.56% 69
2016
Q3 		$932K Hold
57,482
– – 0.52% 71
2016
Q2 		$1.01M Sell
57,482
-175
-0.3% -$2.79K 0.58% 65
2016
Q1 		$850K Buy
+57,657
New +$838K 0.51% 71

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

River Wealth Advisors's WBT Position: Q4 2020 in Review

River Wealth Advisors sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 11,708 shares — an estimated $72K sold.

River Wealth Advisors first reported a position in WBT in Q1 2016 and held it in 19 quarters. The position peaked at $1.22M in Q4 2017. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • River Wealth Advisors reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
  • River Wealth Advisors sold 11,708 Welbilt, Inc. shares in Q4 2020, an estimated $72K.
  • River Wealth Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 19 quarters.
  • River Wealth Advisors's Welbilt, Inc. position peaked at $1.22M in Q4 2017.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on River Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.