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Roberts Wealth Advisors’s Warner Bros WBD Stock Holding History

Roberts Wealth Advisors’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
2022
Q4 		– Sell
-11,040
Closed -$138K – 89
2022
Q3 		$138K Buy
+11,040
New +$150K 0.07% 79

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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Roberts Wealth Advisors's WBD Position: Q4 2022 in Review

Roberts Wealth Advisors sold out of Warner Bros (WBD) in Q4 2022, closing a stake of 11,040 shares — an estimated $138K sold.

Roberts Wealth Advisors first reported a position in WBD in Q3 2022 and held it in 1 quarter. The position peaked at $138K in Q3 2022. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2022.

  • Roberts Wealth Advisors reported no remaining Warner Bros position as of Q4 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 11,040 Warner Bros shares in Q4 2022, an estimated $138K.
  • Roberts Wealth Advisors first reported a position in Warner Bros in Q3 2022 and held it in 1 quarter.
  • Roberts Wealth Advisors's Warner Bros position peaked at $138K in Q3 2022.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2022.

Based on Roberts Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.