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
-21,800
Closed -$519K – 11473
2022
Q2 		$519K Buy
21,800
+14,500
+199% +$343K ﹤0.01% 3394
2022
Q1 		$173K Buy
7,300
+3,200
+78% +$76K ﹤0.01% 5366
2021
Q4 		$97K Sell
4,100
-12,800
-76% -$303K ﹤0.01% 6306
2021
Q3 		$395K Sell
16,900
-100
-0.6% -$2.35K ﹤0.01% 4472
2021
Q2 		$393K Buy
17,000
+16,919
+20,888% +$359K ﹤0.01% 4542
2021
Q1 		$131K Buy
81
+22
+37% +$331 ﹤0.01% 5373
2020
Q4 		$77K Buy
59
+57
+2,850% +$512 ﹤0.01% 5711
2020
Q3 		$1K Sell
2
-2
-50% -$13 ﹤0.01% 7639
2020
Q2 		$2K Sell
4
-1
-20% -$5 ﹤0.01% 7305
2020
Q1 		$2K Sell
5
-15
-75% -$180 ﹤0.01% 7266
2019
Q4 		$31K Buy
20
+17
+567% +$291 ﹤0.01% 5642
2019
Q3 		$5K Sell
3
-308
-99% -$5K ﹤0.01% 6644
2019
Q2 		$519K Sell
311
-26
-8% -$425 ﹤0.01% 2530
2019
Q1 		$552K Buy
337
+326
+2,964% +$4.76K ﹤0.01% 2554
2018
Q4 		$12K Buy
+11
New +$170 ﹤0.01% 5756
2017
Q3 		– Sell
-20
Closed -$1K – 6893
2017
Q2 		$1K Buy
20
+5
+33% +$98 ﹤0.01% 5835
2017
Q1 		$1K Buy
+15
New +$287 ﹤0.01% 5883
2016
Q3 		– Sell
-64
Closed -$12K – 6697
2016
Q2 		$12K Sell
64
-70
-52% -$1.11K ﹤0.01% 3455
2016
Q1 		$57K Buy
+134
New +$1.95K ﹤0.01% 1860

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.