TRUE Private Wealth Advisors’s Warner Bros WBD Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-77	Closed	-$2K	–	700
2020 Q4	$2K	Hold	77	–	–	﹤0.01%	679
2020 Q3	$1K	Hold	77	–	–	﹤0.01%	677
2020 Q2	$1K	Hold	77	–	–	﹤0.01%	666
2020 Q1	$1K	Sell	77 -1,673	-96%	-$45.9K	﹤0.01%	654
2019 Q4	$57K	Buy	+1,750	New	+$52.7K	0.01%	353
2019 Q3	–	Sell	-1,750	Closed	-$53K	–	711
2019 Q2	$53K	Buy	+1,750	New	+$50.9K	0.01%	337
2018 Q4	–	Sell	-1,808	Closed	-$57.9K	–	905
2018 Q3	$57.9K	Buy	+1,808	New	+$50.9K	0.01%	444

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TRUE Private Wealth Advisors's WBD Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Warner Bros (WBD) in Q1 2021, closing a stake of 77 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in WBD in Q3 2018 and held it in 7 quarters. The position peaked at $57.9K in Q3 2018. 635 funds tracked by Wall St. Rank hold WBD as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Warner Bros position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 77 Warner Bros shares in Q1 2021, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Warner Bros in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Warner Bros position peaked at $57.9K in Q3 2018.
635 funds tracked by Wall St. Rank held Warner Bros as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.