Surevest’s Warner Bros WBD Stock Holding History

Surevest’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	$3K	Sell	251 -123	-33%	-$1.67K	﹤0.01%	377
2022 Q2	$5K	Buy	+374	New	+$6.94K	﹤0.01%	343

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's WBD Position: Q3 2022 in Review

Surevest reduced its Warner Bros (WBD) stake by 33% in Q3 2022, selling an estimated $1.67K and leaving 251 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Surevest first reported a position in WBD in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 1,393 funds tracked by Wall St. Rank hold WBD as of Q3 2022.

Surevest held 251 shares of Warner Bros worth $3K as of Q3 2022.
Surevest sold 123 Warner Bros shares in Q3 2022, an estimated $1.67K.
Warner Bros made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #377 holding.
Surevest first reported a position in Warner Bros in Q2 2022 and has held it in 2 quarters since.
Surevest's Warner Bros position peaked at $5K in Q2 2022.
1,393 funds tracked by Wall St. Rank held Warner Bros as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.