S.A. Mason’s Welbilt, Inc. WBT Stock Holding History

S.A. Mason’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
2022 Q3	–	Sell	-1,000	Closed	-$24K	–	327
2022 Q2	$24K	Hold	1,000	–	–	0.02%	293
2022 Q1	$24K	Hold	1,000	–	–	0.02%	299
2021 Q4	$24K	Hold	1,000	–	–	0.01%	290
2021 Q3	$23K	Hold	1,000	–	–	0.02%	288
2021 Q2	$23K	Hold	1,000	–	–	0.02%	287
2021 Q1	$16K	Hold	1,000	–	–	0.01%	289
2020 Q4	$13K	Hold	1,000	–	–	0.01%	278
2020 Q3	$6K	Hold	1,000	–	–	0.01%	272
2020 Q2	$6K	Hold	1,000	–	–	0.01%	273
2020 Q1	$5K	Hold	1,000	–	–	0.01%	354
2019 Q4	$16K	Buy	+1,000	New	+$17.1K	0.02%	314

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

S.A. Mason's WBT Position: Q3 2022 in Review

S.A. Mason sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,000 shares — an estimated $24K sold.

S.A. Mason first reported a position in WBT in Q4 2019 and held it in 11 quarters. The position peaked at $24K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

S.A. Mason reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
S.A. Mason sold 1,000 Welbilt, Inc. shares in Q3 2022, an estimated $24K.
S.A. Mason first reported a position in Welbilt, Inc. in Q4 2019 and held it in 11 quarters.
S.A. Mason's Welbilt, Inc. position peaked at $24K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on S.A. Mason's 13F filing for Q3 2022, filed 20 Oct 2022.