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Warner Bros. Discovery shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Warner Bros. Discovery

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All positions including Warner Bros. Discovery held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Warner Bros. Discovery by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $330 40 8.25

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial Advisors

Top funds holding Warner Bros. Discovery

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Harris Associates L.P
Geode Capital Management
Invesco
Sessa Capital IM
Morgan Stanley
Jericho Capital Asset Management
Manufacturers Life Insurance Company
Edgepoint Investment
Hotchkis and Wiley Capital Management
Northern Trust
Bank of America Corporation

View all funds holding Warner Bros. Discovery