YWP
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YorkBridge Wealth Partners’s Warner Bros WBD Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-1,249
Closed -$38K – 647
2019
Q2 		$38K Buy
1,249
+54
+5% +$1.57K 0.02% 400
2019
Q1 		$32K Sell
1,195
-133
-10% -$3.7K 0.01% 405
2018
Q4 		$33K Sell
1,328
-96
-7% -$2.92K 0.02% 368
2018
Q3 		$46K Buy
1,424
+158
+12% +$4.45K 0.02% 364
2018
Q2 		$35K Sell
1,266
-20
-2% -$477 0.02% 406
2018
Q1 		$30K Sell
1,286
-25
-2% -$595 0.01% 435
2017
Q4 		$30K Buy
1,311
+155
+13% +$3.03K 0.01% 435
2017
Q3 		$25K Sell
1,156
-35
-3% -$824 0.01% 471
2017
Q2 		$31K Hold
1,191
– – 0.02% 438
2017
Q1 		$33K Sell
1,191
-326
-21% -$9.14K 0.02% 425
2016
Q4 		$42K Buy
+1,517
New +$41.2K 0.02% 378

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return