TWA
WBT

TCI Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History

TCI Wealth Advisors’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
-337
Closed -$8K – 2721
2022
Q2 		$8K Hold
337
– – ﹤0.01% 1203
2022
Q1 		$8K Hold
337
– – ﹤0.01% 1286
2021
Q4 		$8K Buy
337
+89
+36% +$2.11K ﹤0.01% 1387
2021
Q3 		$6K Buy
248
+70
+39% +$1.65K ﹤0.01% 1538
2021
Q2 		$4K Buy
178
+64
+56% +$1.36K ﹤0.01% 1675
2021
Q1 		$2K Buy
+114
New +$1.72K ﹤0.01% 1988
2019
Q4 		– Sell
-27
Closed – – 1724
2019
Q3 		$0 Hold
27
– – ﹤0.01% 1682
2019
Q2 		$0 Sell
27
-14
-34% -$229 ﹤0.01% 1598
2019
Q1 		$1K Sell
41
-70
-63% -$1.02K ﹤0.01% 1357
2018
Q4 		$1K Buy
111
+41
+59% +$633 ﹤0.01% 1368
2018
Q3 		$1K Hold
70
– – ﹤0.01% 1399
2018
Q2 		$2K Hold
70
– – ﹤0.01% 1186
2018
Q1 		$1K Hold
70
– – ﹤0.01% 1278
2017
Q4 		$2K Hold
70
– – ﹤0.01% 1092
2017
Q3 		$2K Hold
70
– – ﹤0.01% 1020
2017
Q2 		$1K Buy
+70
New +$1.37K ﹤0.01% 1265

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

TCI Wealth Advisors's WBT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 337 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in WBT in Q2 2017 and held it in 16 quarters. The position peaked at $8K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 337 Welbilt, Inc. shares in Q3 2022, an estimated $8K.
  • TCI Wealth Advisors first reported a position in Welbilt, Inc. in Q2 2017 and held it in 16 quarters.
  • TCI Wealth Advisors's Welbilt, Inc. position peaked at $8K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.