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Smith Salley Wealth Management’s Warner Bros WBD Stock Holding History

Smith Salley Wealth Management’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 		– Sell
-10,353
Closed -$218K – 198
2020
Q2 		$218K Buy
+10,353
New +$224K 0.03% 180

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ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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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

Smith Salley Wealth Management's WBD Position: Q3 2020 in Review

Smith Salley Wealth Management sold out of Warner Bros (WBD) in Q3 2020, closing a stake of 10,353 shares — an estimated $218K sold.

Smith Salley Wealth Management first reported a position in WBD in Q2 2020 and held it in 1 quarter. The position peaked at $218K in Q2 2020. 516 funds tracked by Wall St. Rank hold WBD as of Q3 2020.

  • Smith Salley Wealth Management reported no remaining Warner Bros position as of Q3 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 10,353 Warner Bros shares in Q3 2020, an estimated $218K.
  • Smith Salley Wealth Management first reported a position in Warner Bros in Q2 2020 and held it in 1 quarter.
  • Smith Salley Wealth Management's Warner Bros position peaked at $218K in Q2 2020.
  • 516 funds tracked by Wall St. Rank held Warner Bros as of Q3 2020.

Based on Smith Salley Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.