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V Wealth Advisors’s Warner Bros WBD Stock Holding History

V 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
2022
Q4 		– Sell
-14,277
Closed -$165K – 411
2022
Q3 		$165K Sell
14,277
-2,091
-13% -$28.4K 0.03% 359
2022
Q2 		$220K Buy
+16,368
New +$304K 0.04% 369

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

V Wealth Advisors's WBD Position: Q4 2022 in Review

V Wealth Advisors sold out of Warner Bros (WBD) in Q4 2022, closing a stake of 14,277 shares — an estimated $165K sold.

V Wealth Advisors first reported a position in WBD in Q2 2022 and held it in 2 quarters. The position peaked at $220K in Q2 2022. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2022.

  • V Wealth Advisors reported no remaining Warner Bros position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 14,277 Warner Bros shares in Q4 2022, an estimated $165K.
  • V Wealth Advisors first reported a position in Warner Bros in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's Warner Bros position peaked at $220K in Q2 2022.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.