VIA
WBT

Vident Investment Advisory’s Welbilt, Inc. WBT Stock Holding History

Vident Investment Advisory’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
-74,956
Closed -$1.78M – 1381
2022
Q2 		$1.78M Buy
74,956
+271
+0.4% +$6.4K 0.05% 435
2022
Q1 		$1.77M Buy
+74,685
New +$1.77M 0.05% 501

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 $9.54B AUM 19.86% 1-Year Est. Return

Vident Investment Advisory's WBT Position: Q3 2022 in Review

Vident Investment Advisory sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 74,956 shares — an estimated $1.78M sold.

Vident Investment Advisory first reported a position in WBT in Q1 2022 and held it in 2 quarters. The position peaked at $1.78M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Vident Investment Advisory reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 74,956 Welbilt, Inc. shares in Q3 2022, an estimated $1.78M.
  • Vident Investment Advisory first reported a position in Welbilt, Inc. in Q1 2022 and held it in 2 quarters.
  • Vident Investment Advisory's Welbilt, Inc. position peaked at $1.78M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Vident Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.