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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
Q1 		– Sell
-6
Closed -$668 – 1002
2023
Q4 		$668 Buy
+6
New +$65 ﹤0.01% 889
2023
Q3 		– Sell
-5
Closed -$1K – 958
2023
Q2 		$1K Buy
+5
New +$65 ﹤0.01% 878
2022
Q4 		– Sell
-6
Closed -$1K – 910
2022
Q3 		$1K Sell
6
-1
-14% -$14 ﹤0.01% 843
2022
Q2 		$2K Buy
+7
New +$130 ﹤0.01% 782

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
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)
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. 1,148 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.
  • 1,148 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.