SFS
WBT

Sowell Financial Services’s Welbilt, Inc. WBT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,748
Closed -$82K – 3079
2021
Q1 		$82K Sell
3,748
-638
-15% -$9.6K ﹤0.01% 1461
2020
Q4 		$58K Hold
4,386
– – ﹤0.01% 1347
2020
Q3 		$27K Hold
4,386
– – ﹤0.01% 1438
2020
Q2 		$27K Sell
4,386
-1,111
-20% -$6.01K ﹤0.01% 1371
2020
Q1 		$28K Sell
5,497
-6,457
-54% -$77.7K ﹤0.01% 1272
2019
Q4 		$187K Buy
11,954
+210
+2% +$3.6K 0.01% 736
2019
Q3 		$198K Buy
+11,744
New +$191K 0.02% 649
2019
Q1 		$192K Buy
+11,744
New +$171K 0.02% 529
2018
Q4 		– Sell
-11,914
Closed -$249K – 549
2018
Q3 		$249K Hold
11,914
– – 0.04% 296
2018
Q2 		$240K Hold
11,914
– – 0.05% 247
2018
Q1 		$224K Buy
+11,914
New +$254K 0.06% 242
2017
Q1 		– Sell
-8,264
Closed -$151K – 594
2016
Q4 		$151K Buy
+8,264
New +$141K 0.05% 221

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Sowell Financial Services's WBT Position: Q2 2021 in Review

Sowell Financial Services sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 3,748 shares — an estimated $82K sold.

Sowell Financial Services first reported a position in WBT in Q4 2016 and held it in 12 quarters. The position peaked at $249K in Q3 2018. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • Sowell Financial Services reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,748 Welbilt, Inc. shares in Q2 2021, an estimated $82K.
  • Sowell Financial Services first reported a position in Welbilt, Inc. in Q4 2016 and held it in 12 quarters.
  • Sowell Financial Services's Welbilt, Inc. position peaked at $249K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.