Weiss Multi-Strategy Advisers’s Welbilt, Inc. WBT Stock Holding History

Weiss Multi-Strategy Advisers’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
2022 Q3	–	Sell	-206,513	Closed	-$4.92M	–	819
2022 Q2	$4.92M	Sell	206,513 -162,548	-44%	-$3.84M	0.15%	217
2022 Q1	$8.77M	Hold	369,061	–	–	0.2%	169
2021 Q4	$8.77M	Sell	369,061 -4,010	-1%	-$94.9K	0.2%	152
2021 Q3	$8.67M	Buy	373,071 +17,698	+5%	+$416K	0.19%	173
2021 Q2	$8.23M	Buy	+355,373	New	+$7.54M	0.18%	173
2019 Q4	–	Sell	-22,800	Closed	-$384K	–	767
2019 Q3	$384K	Buy	+22,800	New	+$370K	0.01%	510
2017 Q2	–	Sell	-103,000	Closed	-$2.02M	–	684
2017 Q1	$2.02M	Buy	+103,000	New	+$1.97M	0.08%	277

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Weiss Multi-Strategy Advisers's WBT Position: Q3 2022 in Review

Weiss Multi-Strategy Advisers sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 206,513 shares — an estimated $4.92M sold.

Weiss Multi-Strategy Advisers first reported a position in WBT in Q1 2017 and held it in 7 quarters. The position peaked at $8.77M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Weiss Multi-Strategy Advisers reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 206,513 Welbilt, Inc. shares in Q3 2022, an estimated $4.92M.
Weiss Multi-Strategy Advisers first reported a position in Welbilt, Inc. in Q1 2017 and held it in 7 quarters.
Weiss Multi-Strategy Advisers's Welbilt, Inc. position peaked at $8.77M in Q4 2021.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.