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Schechter Investment Advisors’s Warner Bros WBD Stock Holding History

Schechter Investment 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
2024
Q1 		– Sell
-25,178
Closed -$287K – 704
2023
Q4 		$287K Buy
25,178
+8,093
+47% +$87.4K 0.02% 470
2023
Q3 		$186K Sell
17,085
-1,035
-6% -$12.9K 0.02% 551
2023
Q2 		$227K Buy
+18,120
New +$235K 0.02% 559
2022
Q4 		– Sell
-10,963
Closed -$126K – 894
2022
Q3 		$126K Buy
+10,963
New +$149K 0.01% 884

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's WBD Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 25,178 shares — an estimated $287K sold.

Schechter Investment Advisors first reported a position in WBD in Q3 2022 and held it in 4 quarters. The position peaked at $287K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • Schechter Investment Advisors reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 25,178 Warner Bros shares in Q1 2024, an estimated $287K.
  • Schechter Investment Advisors first reported a position in Warner Bros in Q3 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Warner Bros position peaked at $287K in Q4 2023.
  • 1,216 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.