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TD Ameritrade Investment Management’s Warner Bros WBD Stock Holding History

TD Ameritrade Investment 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
2021
Q4 		– Sell
-3,838
Closed -$84K – 726
2021
Q3 		$84K Buy
+3,838
New +$108K ﹤0.01% 277
2021
Q2 		– Sell
-3,183
Closed -$96K – 681
2021
Q1 		$96K Hold
3,183
– – ﹤0.01% 275
2020
Q4 		$96K Sell
3,183
-655
-17% -$16.1K ﹤0.01% 275
2020
Q3 		$84K Buy
3,838
+73
+2% +$1.59K ﹤0.01% 277
2020
Q2 		$79K Buy
3,765
+333
+10% +$7.19K ﹤0.01% 263
2020
Q1 		$67K Buy
3,432
+727
+27% +$20K ﹤0.01% 264
2019
Q4 		$89K Sell
2,705
-437
-14% -$13.2K ﹤0.01% 252
2019
Q3 		$84K Buy
3,142
+2,091
+199% +$60.7K ﹤0.01% 226
2019
Q2 		$32K Buy
+1,051
New +$30.5K ﹤0.01% 294

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

TD Ameritrade Investment Management's WBD Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Warner Bros (WBD) in Q4 2021, closing a stake of 3,838 shares — an estimated $84K sold.

TD Ameritrade Investment Management first reported a position in WBD in Q2 2019 and held it in 9 quarters. The position peaked at $96K in Q1 2021. 583 funds tracked by Wall St. Rank hold WBD as of Q4 2021.

  • TD Ameritrade Investment Management reported no remaining Warner Bros position as of Q4 2021 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,838 Warner Bros shares in Q4 2021, an estimated $84K.
  • TD Ameritrade Investment Management first reported a position in Warner Bros in Q2 2019 and held it in 9 quarters.
  • TD Ameritrade Investment Management's Warner Bros position peaked at $96K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held Warner Bros as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.