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Tradition Wealth Management’s Warner Bros WBD Stock Holding History

Tradition 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
Q1 		– Sell
-1,143
Closed -$13K – 1181
2023
Q4 		$13K Sell
1,143
-20
-2% -$216 ﹤0.01% 952
2023
Q3 		$13K Sell
1,163
-80
-6% -$998 ﹤0.01% 956
2023
Q2 		$16K Sell
1,243
-47
-4% -$610 ﹤0.01% 932
2023
Q1 		$19K Buy
1,290
+20
+2% +$285 ﹤0.01% 848
2022
Q4 		$12K Sell
1,270
-963
-43% -$10.9K ﹤0.01% 871
2022
Q3 		$26K Sell
2,233
-537
-19% -$7.3K ﹤0.01% 701
2022
Q2 		$37K Buy
+2,770
New +$51.4K 0.01% 524
2021
Q1 		– Sell
-80
Closed -$2K – 1051
2020
Q4 		$2K Buy
+80
New +$1.96K ﹤0.01% 965

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's WBD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Warner Bros (WBD) in Q1 2024, closing a stake of 1,143 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in WBD in Q4 2020 and held it in 8 quarters. The position peaked at $37K in Q2 2022. 1,217 funds tracked by Wall St. Rank hold WBD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Warner Bros position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,143 Warner Bros shares in Q1 2024, an estimated $13K.
  • Tradition Wealth Management first reported a position in Warner Bros in Q4 2020 and held it in 8 quarters.
  • Tradition Wealth Management's Warner Bros position peaked at $37K in Q2 2022.
  • 1,217 funds tracked by Wall St. Rank held Warner Bros as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.