AR
WW

Advisory Research’s WW International WW Stock Holding History

Advisory Research’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,996
Closed -$341K – 331
2023
Q4 		$341K Sell
38,996
-231,367
-86% -$1.96M 0.05% 279
2023
Q3 		$2.99M Buy
+270,363
New +$2.66M 0.42% 61
2019
Q1 		– Sell
-16,106
Closed -$621K – 384
2018
Q4 		$621K Buy
16,106
+3,061
+23% +$168K 0.01% 276
2018
Q3 		$939K Sell
13,045
-12,856
-50% -$1.04M 0.02% 263
2018
Q2 		$2.62M Buy
+25,901
New +$2.04M 0.04% 189

Other funds holding WW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return