SPIA
WBT

Steward Partners Investment Advisory’s Welbilt, Inc. WBT Stock Holding History

Steward Partners Investment Advisory’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
-5,604
Closed -$133K – 3495
2022
Q2 		$133K Hold
5,604
– – ﹤0.01% 1375
2022
Q1 		$133K Hold
5,604
– – ﹤0.01% 1484
2021
Q4 		$133K Buy
5,604
+5,400
+2,647% +$128K ﹤0.01% 1469
2021
Q3 		$5K Hold
204
– – ﹤0.01% 2838
2021
Q2 		$5K Sell
204
-280
-58% -$5.94K ﹤0.01% 6567
2021
Q1 		$7.87K Hold
484
– – ﹤0.01% 2876
2020
Q4 		$6K Hold
484
– – ﹤0.01% 2493
2020
Q3 		$3K Hold
484
– – ﹤0.01% 2540
2020
Q2 		$3K Hold
484
– – ﹤0.01% 2441
2020
Q1 		$2K Sell
484
-87
-15% -$1.05K ﹤0.01% 2344
2019
Q4 		$8K Hold
571
– – ﹤0.01% 2122
2019
Q3 		$9K Buy
571
+118
+26% +$1.92K ﹤0.01% 2067
2019
Q2 		$7K Buy
+453
New +$7.41K ﹤0.01% 2137
2018
Q4 		– Sell
-618
Closed -$13K – 2370
2018
Q3 		$13K Sell
618
-37
-6% -$815 ﹤0.01% 1786
2018
Q2 		$15K Buy
655
+75
+13% +$1.5K ﹤0.01% 1592
2018
Q1 		$11K Buy
580
+280
+93% +$5.98K ﹤0.01% 1557
2017
Q4 		$7K Buy
+300
New +$6.62K ﹤0.01% 1449

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 $9.54B AUM 19.86% 1-Year Est. Return

Steward Partners Investment Advisory's WBT Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 5,604 shares — an estimated $133K sold.

Steward Partners Investment Advisory first reported a position in WBT in Q4 2017 and held it in 17 quarters. The position peaked at $133K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,604 Welbilt, Inc. shares in Q3 2022, an estimated $133K.
  • Steward Partners Investment Advisory first reported a position in Welbilt, Inc. in Q4 2017 and held it in 17 quarters.
  • Steward Partners Investment Advisory's Welbilt, Inc. position peaked at $133K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.