Wells Financial Advisors’s Warner Bros WBD Stock Holding History

Wells Financial Advisors’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
2024 Q4	–	Sell	-40	Closed	-$330	–	104
2024 Q3	$330	Buy	+40	New	+$313	﹤0.01%	101

Other funds holding WBD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wells Financial Advisors's WBD Position: Q4 2024 in Review

Wells Financial Advisors sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 40 shares — an estimated $330 sold.

Wells Financial Advisors first reported a position in WBD in Q3 2024 and held it in 1 quarter. The position peaked at $330 in Q3 2024. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

Wells Financial Advisors reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 40 Warner Bros shares in Q4 2024, an estimated $330.
Wells Financial Advisors first reported a position in Warner Bros in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Warner Bros position peaked at $330 in Q3 2024.
1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.