WealthShield Partners’s Welbilt, Inc. WBT Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-500	Closed	-$12K	–	790
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	741
2021 Q1	$8K	Buy	+500	New	+$7.52K	﹤0.01%	874

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthShield Partners's WBT Position: Q3 2021 in Review

WealthShield Partners sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 500 shares — an estimated $12K sold.

WealthShield Partners first reported a position in WBT in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

WealthShield Partners reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 500 Welbilt, Inc. shares in Q3 2021, an estimated $12K.
WealthShield Partners first reported a position in Welbilt, Inc. in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Welbilt, Inc. position peaked at $12K in Q2 2021.
212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.