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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's WBD Position: Q4 2022 in Review

Wealthcare Advisory Partners sold out of Warner Bros (WBD) in Q4 2022, closing a stake of 10,754 shares — an estimated $124K sold.

Wealthcare Advisory Partners first reported a position in WBD in Q4 2019 and held it in 5 quarters. The position peaked at $157K in Q2 2022. 1,316 funds tracked by Wall St. Rank hold WBD as of Q4 2022.

Wealthcare Advisory Partners reported no remaining Warner Bros position as of Q4 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,754 Warner Bros shares in Q4 2022, an estimated $124K.
Wealthcare Advisory Partners first reported a position in Warner Bros in Q4 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Warner Bros position peaked at $157K in Q2 2022.
1,316 funds tracked by Wall St. Rank held Warner Bros as of Q4 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2022, filed 13 Feb 2023.