Sugarloaf Wealth Management’s Warner Bros WBD Stock Holding History

Sugarloaf 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
2024 Q4	$7.05K	Buy	667 +40	+6%	+$372	﹤0.01%	539
2024 Q3	$5.17K	Hold	627	–	–	﹤0.01%	563
2024 Q2	$4.67K	Buy	627 +169	+37%	+$1.35K	﹤0.01%	536
2024 Q1	$4K	Sell	458 -72	-14%	-$694	﹤0.01%	551
2023 Q4	$6.03K	Buy	530 +72	+16%	+$777	﹤0.01%	531
2023 Q3	$4.97K	Sell	458 -1,006	-69%	-$12.6K	﹤0.01%	540
2023 Q2	$18.4K	Sell	1,464 -500	-25%	-$6.49K	﹤0.01%	399
2023 Q1	$29.7K	Sell	1,964 -58	-3%	-$825	0.01%	349
2022 Q4	$19.2K	Sell	2,022 -3,073	-60%	-$34.7K	﹤0.01%	411
2022 Q3	$59K	Sell	5,095 -173	-3%	-$2.35K	0.02%	265
2022 Q2	$71K	Buy	+5,268	New	+$97.7K	0.02%	233

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Sugarloaf Wealth Management's WBD Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Warner Bros (WBD) stake by 6.4% in Q4 2024, buying an estimated $372 and bringing the position to 667 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Sugarloaf Wealth Management first reported a position in WBD in Q2 2022 and has held it in 11 quarters since. The position peaked at $71K in Q2 2022. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

Sugarloaf Wealth Management held 667 shares of Warner Bros worth $7.05K as of Q4 2024.
Sugarloaf Wealth Management bought 40 Warner Bros shares in Q4 2024, an estimated $372.
Warner Bros made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #539 holding.
Sugarloaf Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Warner Bros position peaked at $71K in Q2 2022.
1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.