V
WBT

Veritable’s Welbilt, Inc. WBT Stock Holding History

Veritable’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,536
Closed -$513K – 935
2022
Q2 		$513K Buy
+21,536
New +$509K 0.01% 533
2019
Q4 		– Sell
-14,194
Closed -$239K – 843
2019
Q3 		$239K Sell
14,194
-11,525
-45% -$187K ﹤0.01% 722
2019
Q2 		$430K Sell
25,719
-9,906
-28% -$162K 0.01% 543
2019
Q1 		$584K Sell
35,625
-1,171
-3% -$17.1K 0.01% 462
2018
Q4 		$409K Buy
36,796
+1,637
+5% +$25.3K 0.01% 512
2018
Q3 		$734K Buy
35,159
+531
+2% +$11.7K 0.01% 411
2018
Q2 		$773K Buy
34,628
+5,828
+20% +$116K 0.02% 404
2018
Q1 		$560K Buy
28,800
+3,362
+13% +$71.8K 0.01% 464
2017
Q4 		$598K Buy
25,438
+8,431
+50% +$186K 0.01% 467
2017
Q3 		$392K Buy
+17,007
New +$344K 0.01% 547

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Veritable's WBT Position: Q3 2022 in Review

Veritable sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 21,536 shares — an estimated $513K sold.

Veritable first reported a position in WBT in Q3 2017 and held it in 10 quarters. The position peaked at $773K in Q2 2018. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Veritable reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 21,536 Welbilt, Inc. shares in Q3 2022, an estimated $513K.
  • Veritable first reported a position in Welbilt, Inc. in Q3 2017 and held it in 10 quarters.
  • Veritable's Welbilt, Inc. position peaked at $773K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.