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Riverpoint Wealth Management Holdings’s Warner Bros WBD Stock Holding History

Riverpoint Wealth Management Holdings’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
-114
Closed -$1.08K – 120
2022
Q4 		$1.08K Buy
+114
New +$1.29K ﹤0.01% 115

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Riverpoint Wealth Management Holdings's WBD Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Warner Bros (WBD) in Q1 2023, closing a stake of 114 shares — an estimated $1.08K sold.

Riverpoint Wealth Management Holdings first reported a position in WBD in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold WBD as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Warner Bros position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 114 Warner Bros shares in Q1 2023, an estimated $1.08K.
  • Riverpoint Wealth Management Holdings first reported a position in Warner Bros in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Warner Bros position peaked at $1.08K in Q4 2022.
  • 1,270 funds tracked by Wall St. Rank held Warner Bros as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.