Wells Fargo’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,808
| Closed | -$424K | – | 7913 |
|
|
2022
Q2 | $424K | Sell |
17,808
-25,483
| -59% | -$602K | ﹤0.01% | 3841 |
|
|
2022
Q1 | $1.03M | Sell |
43,291
-204,035
| -82% | -$4.84M | ﹤0.01% | 3861 |
|
|
2021
Q4 | $5.88M | Sell |
247,326
-385,653
| -61% | -$9.13M | ﹤0.01% | 2405 |
|
|
2021
Q3 | $14.7M | Sell |
632,979
-246,875
| -28% | -$5.8M | ﹤0.01% | 1896 |
|
|
2021
Q2 | $20.4M | Sell |
879,854
-252,019
| -22% | -$5.35M | ﹤0.01% | 1667 |
|
|
2021
Q1 | $18.4M | Sell |
1,131,873
-45,602
| -4% | -$686K | ﹤0.01% | 1738 |
|
|
2020
Q4 | $15.5M | Sell |
1,177,475
-94,893
| -7% | -$852K | ﹤0.01% | 1737 |
|
|
2020
Q3 | $7.84M | Buy |
1,272,368
+559,015
| +78% | +$3.77M | ﹤0.01% | 2087 |
|
|
2020
Q2 | $4.34M | Sell |
713,353
-33,318
| -4% | -$180K | ﹤0.01% | 2589 |
|
|
2020
Q1 | $3.83M | Sell |
746,671
-100,194
| -12% | -$1.21M | ﹤0.01% | 2456 |
|
|
2019
Q4 | $13.2M | Buy |
846,865
+8,709
| +1% | +$149K | ﹤0.01% | 1753 |
|
|
2019
Q3 | $14.1M | Buy |
838,156
+5,487
| +0.7% | +$89.1K | ﹤0.01% | 1678 |
|
|
2019
Q2 | $13.9M | Buy |
832,669
+107,317
| +15% | +$1.75M | ﹤0.01% | 1700 |
|
|
2019
Q1 | $11.9M | Buy |
725,352
+37,787
| +5% | +$551K | ﹤0.01% | 1808 |
|
|
2018
Q4 | $7.64M | Sell |
687,565
-219,962
| -24% | -$3.39M | ﹤0.01% | 2058 |
|
|
2018
Q3 | $18.9M | Sell |
907,527
-168,046
| -16% | -$3.7M | 0.01% | 1538 |
|
|
2018
Q2 | $24M | Buy |
1,075,573
+86,411
| +9% | +$1.73M | 0.01% | 1371 |
|
|
2018
Q1 | $19.2M | Buy |
989,162
+73,432
| +8% | +$1.57M | 0.01% | 1491 |
|
|
2017
Q4 | $21.5M | Buy |
915,730
+263,941
| +40% | +$5.82M | 0.01% | 1399 |
|
|
2017
Q3 | $15M | Buy |
651,789
+164,051
| +34% | +$3.32M | ﹤0.01% | 1635 |
|
|
2017
Q2 | $9.19M | Sell |
487,738
-9
| -0% | -$176 | ﹤0.01% | 1982 |
|
|
2017
Q1 | $9.57M | Sell |
487,747
-5,703
| -1% | -$109K | ﹤0.01% | 1917 |
|
|
2016
Q4 | $9.54M | Buy |
493,450
+134,435
| +37% | +$2.29M | ﹤0.01% | 1888 |
|
|
2016
Q3 | $5.82M | Sell |
359,015
-24,692
| -6% | -$422K | ﹤0.01% | 2166 |
|
|
2016
Q2 | $6.76M | Sell |
383,707
-20,097
| -5% | -$320K | ﹤0.01% | 2104 |
|
|
2016
Q1 | $5.95M | Buy |
+403,804
| New | +$5.87M | ﹤0.01% | 2181 |
|
Other funds holding WBT
Wells Fargo's WBT Position: Q3 2022 in Review
Wells Fargo sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 17,808 shares — an estimated $424K sold.
Wells Fargo first reported a position in WBT in Q1 2016 and held it in 26 quarters. The position peaked at $24M in Q2 2018. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Wells Fargo reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Wells Fargo sold 17,808 Welbilt, Inc. shares in Q3 2022, an estimated $424K.
- Wells Fargo first reported a position in Welbilt, Inc. in Q1 2016 and held it in 26 quarters.
- Wells Fargo's Welbilt, Inc. position peaked at $24M in Q2 2018.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Wells Fargo's 13F filing for Q3 2022, filed 14 Nov 2022.