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Sonora Investment Management’s Warner Bros WBD Stock Holding History

Sonora Investment 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
2021
Q3 		$51K Buy
2,000
+1,000
+100% +$28.1K 0.01% 418
2021
Q2 		$31K Buy
+1,000
New +$34.7K ﹤0.01% 482
2020
Q3 		– Sell
-45
Closed -$1K – 1893
2020
Q2 		$1K Buy
+45
New +$972 ﹤0.01% 1700

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's WBD Position: Q3 2021 in Review

Sonora Investment Management increased its Warner Bros (WBD) stake by 100% in Q3 2021, buying an estimated $28.1K and bringing the position to 2,000 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #418.

Sonora Investment Management first reported a position in WBD in Q2 2020 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold WBD as of Q3 2021.

  • Sonora Investment Management held 2,000 shares of Warner Bros worth $51K as of Q3 2021.
  • Sonora Investment Management bought 1,000 Warner Bros shares in Q3 2021, an estimated $28.1K.
  • Warner Bros made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #418 holding.
  • Sonora Investment Management first reported a position in Warner Bros in Q2 2020 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held Warner Bros as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.