SignatureFD’s Welbilt, Inc. WBT Stock Holding History

SignatureFD’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	-83	Closed	-$2K	–	3464
2022 Q2	$2K	Buy	83 +5	+6%	+$118	﹤0.01%	2855
2022 Q1	$2K	Buy	+78	New	+$1.85K	﹤0.01%	2915
2020 Q4	–	Sell	-40	Closed	–	–	2766
2020 Q3	$0	Buy	+40	New	+$270	﹤0.01%	2818
2020 Q2	–	Sell	-548	Closed	-$3K	–	2725
2020 Q1	$3K	Buy	548 +50	+10%	+$602	﹤0.01%	1878
2019 Q4	$8K	Sell	498 -63	-11%	-$1.08K	﹤0.01%	1541
2019 Q3	$9K	Buy	561 +63	+13%	+$1.02K	﹤0.01%	1480
2019 Q2	$8K	Hold	498	–	–	﹤0.01%	1485
2019 Q1	$8K	Hold	498	–	–	﹤0.01%	1494
2018 Q4	$6K	Buy	+498	New	+$7.68K	﹤0.01%	1512

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

SignatureFD's WBT Position: Q3 2022 in Review

SignatureFD sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 83 shares — an estimated $2K sold.

SignatureFD first reported a position in WBT in Q4 2018 and held it in 9 quarters. The position peaked at $9K in Q3 2019. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

SignatureFD reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
SignatureFD sold 83 Welbilt, Inc. shares in Q3 2022, an estimated $2K.
SignatureFD first reported a position in Welbilt, Inc. in Q4 2018 and held it in 9 quarters.
SignatureFD's Welbilt, Inc. position peaked at $9K in Q3 2019.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on SignatureFD's 13F filing for Q3 2022, filed 8 Nov 2022.