SC
WBT

Schubert & Co’s Welbilt, Inc. WBT Stock Holding History

Schubert & Co’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
-4
Closed – – 1664
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1658
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1427
2021
Q4 		$0 Buy
+4
New +$95 ﹤0.01% 1381

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Schubert & Co's WBT Position: Q3 2022 in Review

Schubert & Co sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 4 shares.

Schubert & Co first reported a position in WBT in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Schubert & Co reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Schubert & Co sold 4 Welbilt, Inc. shares in Q3 2022.
  • Schubert & Co first reported a position in Welbilt, Inc. in Q4 2021 and held it in 3 quarters.
  • Schubert & Co's Welbilt, Inc. position peaked at $0 in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Schubert & Co's 13F filing for Q3 2022, filed 21 Oct 2022.