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West Branch Capital’s Warner Bros WBD Stock Holding History

West Branch Capital’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
-145
Closed -$1.2K – 619
2024
Q3 		$1.2K Hold
145
– – ﹤0.01% 385
2024
Q2 		$1.08K Sell
145
-193
-57% -$1.55K ﹤0.01% 391
2024
Q1 		$2.95K Hold
338
– – ﹤0.01% 362
2023
Q4 		$3.85K Hold
338
– – ﹤0.01% 355
2023
Q3 		$3.67K Hold
338
– – ﹤0.01% 363
2023
Q2 		$4.24K Hold
338
– – ﹤0.01% 362
2023
Q1 		$5.1K Hold
338
– – ﹤0.01% 351
2022
Q4 		$3.2K Sell
338
-4,155
-92% -$46.9K ﹤0.01% 376
2022
Q3 		$52K Sell
4,493
-1,820
-29% -$24.7K 0.03% 164
2022
Q2 		$85K Buy
+6,313
New +$117K 0.05% 132

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
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

West Branch Capital's WBD Position: Q4 2024 in Review

West Branch Capital sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 145 shares — an estimated $1.2K sold.

West Branch Capital first reported a position in WBD in Q2 2022 and held it in 10 quarters. The position peaked at $85K in Q2 2022. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • West Branch Capital reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 145 Warner Bros shares in Q4 2024, an estimated $1.2K.
  • West Branch Capital first reported a position in Warner Bros in Q2 2022 and held it in 10 quarters.
  • West Branch Capital's Warner Bros position peaked at $85K in Q2 2022.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.