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WR Wealth Planners’s Warner Bros WBD Stock Holding History

WR Wealth Planners’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 		$34.7K Sell
3,283
-87
-3% -$808 0.01% 367
2024
Q3 		$27.8K Sell
3,370
-142
-4% -$1.11K 0.01% 430
2024
Q2 		$26.1K Sell
3,512
-261
-7% -$2.09K 0.01% 409
2024
Q1 		$32.9K Buy
+3,773
New +$36.4K 0.01% 382
2023
Q4 		– Sell
-3,764
Closed -$40.9K – 855
2023
Q3 		$40.9K Buy
3,764
+24
+0.6% +$300 0.02% 343
2023
Q2 		$46.9K Sell
3,740
-414
-10% -$5.37K 0.02% 325
2023
Q1 		$62.7K Buy
4,154
+441
+12% +$6.28K 0.03% 290
2022
Q4 		$35.2K Sell
3,713
-5
-0.1% -$56 0.02% 190
2022
Q3 		$42.8K Sell
3,718
-8
-0.2% -$109 0.03% 173
2022
Q2 		$50K Buy
+3,726
New +$69.1K 0.03% 170

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

WR Wealth Planners's WBD Position: Q4 2024 in Review

WR Wealth Planners reduced its Warner Bros (WBD) stake by 2.6% in Q4 2024, selling an estimated $808 and leaving 3,283 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #367.

WR Wealth Planners first reported a position in WBD in Q2 2022 and has held it in 10 quarters since. The position peaked at $62.7K in Q1 2023. 1,201 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • WR Wealth Planners held 3,283 shares of Warner Bros worth $34.7K as of Q4 2024.
  • WR Wealth Planners sold 87 Warner Bros shares in Q4 2024, an estimated $808.
  • Warner Bros made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #367 holding.
  • WR Wealth Planners first reported a position in Warner Bros in Q2 2022 and has held it in 10 quarters since.
  • WR Wealth Planners's Warner Bros position peaked at $62.7K in Q1 2023.
  • 1,201 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.