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SS&H Financial Advisors’s Warner Bros WBD Stock Holding History

SS&H Financial Advisors’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
2022
Q3 		– Sell
-21,066
Closed -$283K – 120
2022
Q2 		$283K Buy
+21,066
New +$391K 0.13% 110

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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SS&H Financial Advisors's WBD Position: Q3 2022 in Review

SS&H Financial Advisors sold out of Warner Bros (WBD) in Q3 2022, closing a stake of 21,066 shares — an estimated $283K sold.

SS&H Financial Advisors first reported a position in WBD in Q2 2022 and held it in 1 quarter. The position peaked at $283K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold WBD as of Q3 2022.

  • SS&H Financial Advisors reported no remaining Warner Bros position as of Q3 2022 after selling out during the quarter.
  • SS&H Financial Advisors sold 21,066 Warner Bros shares in Q3 2022, an estimated $283K.
  • SS&H Financial Advisors first reported a position in Warner Bros in Q2 2022 and held it in 1 quarter.
  • SS&H Financial Advisors's Warner Bros position peaked at $283K in Q2 2022.
  • 1,393 funds tracked by Wall St. Rank held Warner Bros as of Q3 2022.

Based on SS&H Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.