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	–	646
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

YorkBridge Wealth Partners's WBD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Warner Bros (WBD) in Q3 2019, closing a stake of 1,249 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in WBD in Q4 2016 and held it in 11 quarters. The position peaked at $46K in Q3 2018. 518 funds tracked by Wall St. Rank hold WBD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Warner Bros position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,249 Warner Bros shares in Q3 2019, an estimated $38K.
YorkBridge Wealth Partners first reported a position in Warner Bros in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Warner Bros position peaked at $46K in Q3 2018.
518 funds tracked by Wall St. Rank held Warner Bros as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.