Advisornet Financial’s Worthington Enterprises WOR Stock Holding History

Advisornet Financial’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14	Closed	-$806	–	2528
2023 Q4	$806	Sell	14 -7	-33%	-$308	﹤0.01%	1948
2023 Q3	$804	Sell	21 -52	-71%	-$2.29K	﹤0.01%	1852
2023 Q2	$3.13K	Buy	73 +52	+248%	+$1.93K	﹤0.01%	1617
2023 Q1	$840	Buy	21 +11	+110%	+$389	﹤0.01%	1931
2022 Q4	$298	Buy	+10	New	+$310	﹤0.01%	2140

Other funds holding WOR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return