Simplex Trading
WBT

Simplex Trading’s Welbilt, Inc. WBT Stock Holding History

Simplex Trading’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
-3,500
Closed -$83K – 11471
2022
Q2 		$83K Hold
3,500
– – ﹤0.01% 5819
2022
Q1 		$83K Sell
3,500
-25,800
-88% -$613K ﹤0.01% 6423
2021
Q4 		$696K Sell
29,300
-28,000
-49% -$663K ﹤0.01% 3369
2021
Q3 		$1.34M Hold
57,300
– – ﹤0.01% 2685
2021
Q2 		$1.33M Buy
57,300
+56,402
+6,281% +$1.2M ﹤0.01% 2726
2021
Q1 		$1.46M Buy
898
+131
+17% +$1.97K ﹤0.01% 1970
2020
Q4 		$1.01M Buy
767
+331
+76% +$2.97K ﹤0.01% 2550
2020
Q3 		$268K Sell
436
-1,310
-75% -$8.83K ﹤0.01% 3738
2020
Q2 		$1.06M Buy
1,746
+1,718
+6,136% +$9.29K ﹤0.01% 2102
2020
Q1 		$14K Sell
28
-150
-84% -$1.8K ﹤0.01% 6257
2019
Q4 		$277K Sell
178
-50
-22% -$856 ﹤0.01% 3390
2019
Q3 		$384K Sell
228
-315
-58% -$5.11K ﹤0.01% 2892
2019
Q2 		$906K Sell
543
-817
-60% -$13.4K ﹤0.01% 1988
2019
Q1 		$2.23M Buy
1,360
+1,328
+4,150% +$19.4K 0.01% 1282
2018
Q4 		$35K Buy
32
+14
+78% +$216 ﹤0.01% 4884
2018
Q3 		$37K Sell
18
-9
-33% -$198 ﹤0.01% 5458
2018
Q2 		$60K Buy
+27
New +$540 ﹤0.01% 4859
2017
Q4 		– Sell
-26
Closed -$2K – 6952
2017
Q3 		$2K Sell
26
-43
-62% -$870 ﹤0.01% 5233
2017
Q2 		$1K Sell
69
-184
-73% -$3.6K ﹤0.01% 5834
2017
Q1 		$22K Buy
253
+180
+247% +$3.45K ﹤0.01% 3165
2016
Q4 		$16K Sell
73
-21
-22% -$358 ﹤0.01% 3268
2016
Q3 		$10K Hold
94
– – ﹤0.01% 3651
2016
Q2 		$9K Sell
94
-40
-30% -$637 ﹤0.01% 3732
2016
Q1 		$33K Buy
+134
New +$1.95K ﹤0.01% 2353

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

Simplex Trading's WBT Position: Q3 2022 in Review

Simplex Trading sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 72 shares — an estimated $1K sold.

Simplex Trading first reported a position in WBT in Q1 2016 and held it in 15 quarters. The position peaked at $1.48M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Simplex Trading reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Simplex Trading sold 72 Welbilt, Inc. shares in Q3 2022, an estimated $1K.
  • Simplex Trading first reported a position in Welbilt, Inc. in Q1 2016 and held it in 15 quarters.
  • Simplex Trading's Welbilt, Inc. position peaked at $1.48M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.