AG
WLH

Advisor Group’s WILLIAM LYON HOMES WLH Stock Holding History

Advisor Group’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$12K Buy
600
+325
+118% +$6.64K ﹤0.01% 4281
2019
Q3 		$6K Sell
275
-364
-57% -$6.81K ﹤0.01% 4631
2019
Q2 		$12K Hold
639
– – ﹤0.01% 4300
2019
Q1 		$9K Sell
639
-41
-6% -$565 ﹤0.01% 4449
2018
Q4 		$8K Buy
680
+100
+17% +$1.28K ﹤0.01% 4351
2018
Q3 		$9K Buy
580
+38
+7% +$790 ﹤0.01% 4367
2018
Q2 		$13K Sell
542
-188
-26% -$4.86K ﹤0.01% 3976
2018
Q1 		$19K Buy
730
+530
+265% +$14.8K ﹤0.01% 3727
2017
Q4 		$6K Buy
+200
New +$5.41K ﹤0.01% 4373
2017
Q3 		– Sell
-223
Closed -$5K – 5139
2017
Q2 		$5K Buy
223
+134
+151% +$2.99K ﹤0.01% 4294
2017
Q1 		$2K Buy
+89
New +$1.66K ﹤0.01% 4478

Other funds holding WLH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group's WLH Position: Q4 2019 in Review

Advisor Group increased its WILLIAM LYON HOMES (WLH) stake by 118% in Q4 2019, buying an estimated $6.64K and bringing the position to 600 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4281.

Advisor Group first reported a position in WLH in Q1 2017 and has held it in 11 quarters since. The position peaked at $19K in Q1 2018. 154 funds tracked by Wall St. Rank hold WLH as of Q4 2019.

  • Advisor Group held 600 shares of WILLIAM LYON HOMES worth $12K as of Q4 2019.
  • Advisor Group bought 325 WILLIAM LYON HOMES shares in Q4 2019, an estimated $6.64K.
  • WILLIAM LYON HOMES made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4281 holding.
  • Advisor Group first reported a position in WILLIAM LYON HOMES in Q1 2017 and has held it in 11 quarters since.
  • Advisor Group's WILLIAM LYON HOMES position peaked at $19K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.