TWM
WBD icon

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 – 1053
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 $5.7T 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 $74.9B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return