Tyler-Stone Wealth Management’s Warner Bros WBD Stock Holding History

Tyler-Stone 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	-1,930	Closed	-$14.4K	–	944
2024 Q2	$14.4K	Sell	1,930 -36	-2%	-$288	0.01%	590
2024 Q1	$17.2K	Sell	1,966 -1,784	-48%	-$17.2K	0.01%	551
2023 Q4	$42.7K	Sell	3,750 -6,275	-63%	-$67.7K	0.02%	374
2023 Q3	$109K	Buy	10,025 +204	+2%	+$2.55K	0.06%	240
2023 Q2	$123K	Buy	+9,821	New	+$127K	0.07%	224
2022 Q4	$93K	Sell	9,832 -384	-4%	-$4.33K	0.06%	245
2022 Q3	$117K	Sell	10,216 -1,067	-9%	-$14.5K	0.09%	195
2022 Q2	$151K	Buy	+11,283	New	+$209K	0.1%	179

Other funds holding WBD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Tyler-Stone Wealth Management's WBD Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Warner Bros (WBD) in Q3 2024, closing a stake of 1,930 shares — an estimated $14.4K sold.

Tyler-Stone Wealth Management first reported a position in WBD in Q2 2022 and held it in 8 quarters. The position peaked at $151K in Q2 2022. 1,147 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Warner Bros position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,930 Warner Bros shares in Q3 2024, an estimated $14.4K.
Tyler-Stone Wealth Management first reported a position in Warner Bros in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's Warner Bros position peaked at $151K in Q2 2022.
1,147 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.