Values First Advisors’s Warner Bros WBD Stock Holding History

Values First 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
2023 Q2	–	Sell	-121	Closed	-$1.82K	–	341
2023 Q1	$1.82K	Buy	+121	New	+$1.72K	﹤0.01%	329

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Values First Advisors's WBD Position: Q2 2023 in Review

Values First Advisors sold out of Warner Bros (WBD) in Q2 2023, closing a stake of 121 shares — an estimated $1.82K sold.

Values First Advisors first reported a position in WBD in Q1 2023 and held it in 1 quarter. The position peaked at $1.82K in Q1 2023. 1,277 funds tracked by Wall St. Rank hold WBD as of Q2 2023.

Values First Advisors reported no remaining Warner Bros position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 121 Warner Bros shares in Q2 2023, an estimated $1.82K.
Values First Advisors first reported a position in Warner Bros in Q1 2023 and held it in 1 quarter.
Values First Advisors's Warner Bros position peaked at $1.82K in Q1 2023.
1,277 funds tracked by Wall St. Rank held Warner Bros as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.