Sutton Wealth Advisors’s Warner Bros WBD Stock Holding History

Sutton Wealth 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
2023 Q3	$8.12K	Sell	748 -64	-8%	-$799	﹤0.01%	512
2023 Q2	$10.2K	Sell	812 -118	-13%	-$1.53K	﹤0.01%	453
2023 Q1	$14K	Sell	930 -4,766	-84%	-$67.8K	0.01%	359
2022 Q4	$54K	Sell	5,696 -1,118	-16%	-$12.6K	0.02%	368
2022 Q3	$78.4K	Buy	6,814 +415	+6%	+$5.64K	0.03%	284
2022 Q2	$85.9K	Buy	6,399 +6,341	+10,933%	+$118K	0.03%	261
2022 Q1	$1.45K	Sell	58 -5	-8%	-$137	﹤0.01%	1249
2021 Q4	$1.48K	Buy	+63	New	+$1.57K	﹤0.01%	1246
2016 Q3	–	Sell	-6	Closed	-$151	–	1066
2016 Q2	$151	Hold	6	–	–	﹤0.01%	1017
2016 Q1	$172	Buy	+6	New	+$161	﹤0.01%	1006

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Sutton Wealth Advisors's WBD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Warner Bros (WBD) stake by 7.9% in Q3 2023, selling an estimated $799 and leaving 748 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Sutton Wealth Advisors first reported a position in WBD in Q1 2016 and has held it in 10 quarters since. The position peaked at $85.9K in Q2 2022. 1,233 funds tracked by Wall St. Rank hold WBD as of Q3 2023.

Sutton Wealth Advisors held 748 shares of Warner Bros worth $8.12K as of Q3 2023.
Sutton Wealth Advisors sold 64 Warner Bros shares in Q3 2023, an estimated $799.
Warner Bros made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #512 holding.
Sutton Wealth Advisors first reported a position in Warner Bros in Q1 2016 and has held it in 10 quarters since.
Sutton Wealth Advisors's Warner Bros position peaked at $85.9K in Q2 2022.
1,233 funds tracked by Wall St. Rank held Warner Bros as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.