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WAM
Wealthspire Advisors (Maryland)’s
Warner Bros
WBD
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
WBD Stock Details
WBD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,058
Closed
-$29K
–
2066
2019
Q1
$29K
Buy
1,058
+122
+13%
+$3.39K
﹤0.01%
1129
2018
Q4
$23K
Sell
936
-29
-3%
-$883
﹤0.01%
1156
2018
Q3
$31K
Buy
965
+222
+30%
+$6.25K
﹤0.01%
1136
2018
Q2
$20K
Buy
743
+207
+39%
+$4.93K
﹤0.01%
1319
2018
Q1
$11K
Sell
536
-821
-61%
-$19.5K
﹤0.01%
1546
2017
Q4
$30K
Buy
1,357
+443
+48%
+$8.65K
﹤0.01%
1196
2017
Q3
$19K
Buy
914
+179
+24%
+$4.21K
﹤0.01%
1317
2017
Q2
$19K
Buy
735
+184
+33%
+$4.98K
﹤0.01%
1293
2017
Q1
$16K
Buy
551
+79
+17%
+$2.21K
﹤0.01%
1169
2016
Q4
$13K
Buy
472
+26
+6%
+$705
﹤0.01%
1144
2016
Q3
$12K
Buy
446
+184
+70%
+$4.72K
﹤0.01%
1209
2016
Q2
$7K
Buy
262
+4
+2%
+$109
﹤0.01%
1281
2016
Q1
$7K
Buy
258
+67
+35%
+$1.79K
﹤0.01%
1269
2015
Q4
$5K
Buy
+191
New
+$5.52K
﹤0.01%
1371
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1-Year Est. Return
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1-Year Est. Return
NSCM
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$2.09B AUM
33.67%
1-Year Est. Return
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Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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