TWM
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Tradition Wealth Management’s Warner Music WMG Stock Holding History

Tradition Wealth Management’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-164
Closed -$6K – 1188
2023
Q4 		$6K Buy
164
+1
+0.6% +$33 ﹤0.01% 1127
2023
Q3 		$5K Buy
163
+1
+0.6% +$31 ﹤0.01% 1203
2023
Q2 		$4K Buy
162
+1
+0.6% +$28 ﹤0.01% 1301
2023
Q1 		$5K Hold
161
– – ﹤0.01% 1172
2022
Q4 		$6K Buy
161
+1
+0.6% +$29 ﹤0.01% 1026
2022
Q3 		$4K Buy
160
+1
+0.6% +$28 ﹤0.01% 1125
2022
Q2 		$4K Buy
159
+1
+0.6% +$30 ﹤0.01% 1013
2022
Q1 		$6K Buy
158
+1
+0.6% +$38 ﹤0.01% 1012
2021
Q4 		$7K Hold
157
– – ﹤0.01% 996
2021
Q3 		$7K Sell
157
-3,595
-96% -$137K ﹤0.01% 992
2021
Q2 		$135K Buy
+3,752
New +$135K 0.02% 343
2021
Q1 		– Sell
-155
Closed -$6K – 1056
2020
Q4 		$6K Buy
+155
New +$4.72K ﹤0.01% 835

Other funds holding WMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return