Samalin Investment Counsel’s Warner Bros WBD Stock Holding History

Samalin Investment Counsel’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
2021 Q4	–	Sell	-8,258	Closed	-$210K	–	262
2021 Q3	$210K	Buy	8,258 +915	+12%	+$25.7K	0.14%	218
2021 Q2	$225K	Buy	+7,343	New	+$255K	0.15%	210

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Samalin Investment Counsel's WBD Position: Q4 2021 in Review

Samalin Investment Counsel sold out of Warner Bros (WBD) in Q4 2021, closing a stake of 8,258 shares — an estimated $210K sold.

Samalin Investment Counsel first reported a position in WBD in Q2 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2021. 583 funds tracked by Wall St. Rank hold WBD as of Q4 2021.

Samalin Investment Counsel reported no remaining Warner Bros position as of Q4 2021 after selling out during the quarter.
Samalin Investment Counsel sold 8,258 Warner Bros shares in Q4 2021, an estimated $210K.
Samalin Investment Counsel first reported a position in Warner Bros in Q2 2021 and held it in 2 quarters.
Samalin Investment Counsel's Warner Bros position peaked at $225K in Q2 2021.
583 funds tracked by Wall St. Rank held Warner Bros as of Q4 2021.

Based on Samalin Investment Counsel's 13F filing for Q4 2021, filed 15 Feb 2022.