Wealth Enhancement Advisory Services
WBT

Wealth Enhancement Advisory Services’s Welbilt, Inc. WBT Stock Holding History

Wealth Enhancement Advisory Services’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
2021
Q4 		– Sell
-29,201
Closed -$691K – 344
2021
Q3 		$691K Hold
29,201
– – 0.01% 235
2021
Q2 		$685K Hold
29,201
– – 0.01% 217
2021
Q1 		$463K Hold
29,201
– – 0.01% 231
2020
Q4 		$414K Hold
29,201
– – 0.01% 197
2020
Q3 		$208K Hold
29,201
– – 0.01% 204
2020
Q2 		$194K Hold
29,201
– – 0.01% 207
2020
Q1 		$128K Buy
+29,201
New +$351K ﹤0.01% 211

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's WBT Position: Q4 2021 in Review

Wealth Enhancement Advisory Services sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 29,201 shares — an estimated $691K sold.

Wealth Enhancement Advisory Services first reported a position in WBT in Q1 2020 and held it in 7 quarters. The position peaked at $691K in Q3 2021. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

  • Wealth Enhancement Advisory Services reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 29,201 Welbilt, Inc. shares in Q4 2021, an estimated $691K.
  • Wealth Enhancement Advisory Services first reported a position in Welbilt, Inc. in Q1 2020 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Welbilt, Inc. position peaked at $691K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2021, filed 8 Feb 2022.