SG Americas Securities
WBT

SG Americas Securities’s Welbilt, Inc. WBT Stock Holding History

SG Americas Securities’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
-44,428
Closed -$1.06M – 3701
2022
Q2 		$1.06M Sell
44,428
-7,603
-15% -$180K 0.01% 1252
2022
Q1 		$1.24M Sell
52,031
-73,354
-59% -$1.74M 0.01% 1271
2021
Q4 		$2.98M Buy
125,385
+48,102
+62% +$1.14M 0.02% 788
2021
Q3 		$1.8M Buy
77,283
+24,995
+48% +$587K 0.01% 1374
2021
Q2 		$1.21M Buy
52,288
+12,623
+32% +$268K 0.01% 1436
2021
Q1 		$645K Buy
+39,665
New +$597K ﹤0.01% 1831
2020
Q3 		– Sell
-77,462
Closed -$472K – 3710
2020
Q2 		$472K Buy
77,462
+29,823
+63% +$161K ﹤0.01% 2144
2020
Q1 		$244K Buy
47,639
+37,568
+373% +$452K ﹤0.01% 2368
2019
Q4 		$157K Sell
10,071
-5,693
-36% -$97.4K ﹤0.01% 2658
2019
Q3 		$266K Sell
15,764
-10,667
-40% -$173K ﹤0.01% 2215
2019
Q2 		$441K Buy
26,431
+3,064
+13% +$50.1K ﹤0.01% 1960
2019
Q1 		$383K Buy
+23,367
New +$341K ﹤0.01% 2070
2018
Q1 		– Sell
-7,562
Closed -$178K – 3644
2017
Q4 		$178K Sell
7,562
-1,826
-19% -$40.3K ﹤0.01% 2524
2017
Q3 		$216K Buy
+9,388
New +$190K ﹤0.01% 2520

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 $8.74B AUM 14.62% 1-Year Est. Return

SG Americas Securities's WBT Position: Q3 2022 in Review

SG Americas Securities sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 44,428 shares — an estimated $1.06M sold.

SG Americas Securities first reported a position in WBT in Q3 2017 and held it in 14 quarters. The position peaked at $2.98M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • SG Americas Securities reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • SG Americas Securities sold 44,428 Welbilt, Inc. shares in Q3 2022, an estimated $1.06M.
  • SG Americas Securities first reported a position in Welbilt, Inc. in Q3 2017 and held it in 14 quarters.
  • SG Americas Securities's Welbilt, Inc. position peaked at $2.98M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on SG Americas Securities's 13F filing for Q3 2022, filed 31 Oct 2022.