TCWM
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Total Clarity Wealth Management’s Warner Bros WBD Stock Holding History

Total Clarity 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
Q3 		– Sell
-17,368
Closed -$129K – 292
2024
Q2 		$129K Sell
17,368
-1,578
-8% -$12.6K 0.04% 240
2024
Q1 		$165K Buy
+18,946
New +$183K 0.06% 258
2023
Q1 		– Sell
-42,734
Closed -$405K – 249
2022
Q4 		$405K Buy
42,734
+20,310
+91% +$229K 0.21% 121
2022
Q3 		$258K Buy
22,424
+20,959
+1,431% +$285K 0.16% 169
2022
Q2 		$20K Buy
+1,465
New +$27.2K 0.01% 554

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return