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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 $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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 $69.6B AUM 42.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $294M AUM 19.1% 1-Year Est. Return

Advisor Group's WLDN Position: Q3 2019 in Review

Advisor Group sold out of Willdan Group (WLDN) in Q3 2019, closing a stake of 32,404 shares — an estimated $1.21M sold.

Advisor Group first reported a position in WLDN in Q2 2016 and held it in 13 quarters. The position peaked at $1.25M in Q3 2018. 104 funds tracked by Wall St. Rank hold WLDN as of Q3 2019.

  • Advisor Group reported no remaining Willdan Group position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 32,404 Willdan Group shares in Q3 2019, an estimated $1.21M.
  • Advisor Group first reported a position in Willdan Group in Q2 2016 and held it in 13 quarters.
  • Advisor Group's Willdan Group position peaked at $1.25M in Q3 2018.
  • 104 funds tracked by Wall St. Rank held Willdan Group as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.