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Wealthcare Advisory Partners’s Warner Bros WBD Stock Holding History

Wealthcare Advisory Partners’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
-10,754
Closed -$124K – 705
2022
Q3 		$124K Sell
10,754
-931
-8% -$12.7K 0.01% 583
2022
Q2 		$157K Buy
+11,685
New +$217K 0.01% 541
2021
Q2 		– Sell
-358
Closed -$16K – 1860
2021
Q1 		$16K Buy
+358
New +$17.9K ﹤0.01% 1303
2020
Q2 		– Sell
-661
Closed -$13K – 1354
2020
Q1 		$13K Buy
661
+461
+231% +$12.7K ﹤0.01% 858
2019
Q4 		$7K Buy
+200
New +$6.03K ﹤0.01% 1050

Other funds holding WBD

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BlackRock
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State Street
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AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $5.26B AUM 47.23% 1-Year Est. Return