AG
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Advisor Group’s Willdan Group WLDN Stock Holding History

Advisor Group’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-32,404
Closed -$1.21M – 5444
2019
Q2 		$1.21M Buy
32,404
+1,902
+6% +$68.8K 0.01% 1012
2019
Q1 		$1.13M Sell
30,502
-823
-3% -$29.3K 0.01% 1009
2018
Q4 		$1.1M Sell
31,325
-5,560
-15% -$190K 0.01% 905
2018
Q3 		$1.25M Buy
36,885
+2,408
+7% +$75.1K 0.01% 855
2018
Q2 		$1.07M Sell
34,477
-1,079
-3% -$31.1K 0.01% 827
2018
Q1 		$1.01M Buy
35,556
+5,254
+17% +$123K 0.01% 864
2017
Q4 		$725K Buy
30,302
+4,069
+16% +$110K 0.01% 1093
2017
Q3 		$852K Buy
26,233
+1,836
+8% +$58.8K 0.01% 897
2017
Q2 		$745K Buy
24,397
+6,566
+37% +$206K 0.01% 906
2017
Q1 		$575K Buy
17,831
+11,831
+197% +$337K 0.01% 996
2016
Q4 		$136K Buy
6,000
+5,700
+1,900% +$116K ﹤0.01% 1855
2016
Q3 		$5K Sell
300
-8,469
-97% -$122K ﹤0.01% 3911
2016
Q2 		$92K Buy
+8,769
New +$91.7K ﹤0.01% 1989

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return