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Shine Investment Advisory Services’s Warner Bros WBD Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$5K Buy
240
+48
+25% +$1.05K ﹤0.01% 644
2020
Q2 		$4K Hold
192
– – ﹤0.01% 676
2020
Q1 		$4K Buy
+192
New +$5.27K ﹤0.01% 645

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Shine Investment Advisory Services's WBD Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Warner Bros (WBD) stake by 25% in Q3 2020, buying an estimated $1.05K and bringing the position to 240 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Shine Investment Advisory Services first reported a position in WBD in Q1 2020 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold WBD as of Q3 2020.

  • Shine Investment Advisory Services held 240 shares of Warner Bros worth $5K as of Q3 2020.
  • Shine Investment Advisory Services bought 48 Warner Bros shares in Q3 2020, an estimated $1.05K.
  • Warner Bros made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #644 holding.
  • Shine Investment Advisory Services first reported a position in Warner Bros in Q1 2020 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Warner Bros as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.