American Portfolios Advisors’s Willdan Group WLDN Stock Holding History

American Portfolios Advisors’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
2022 Q3	–	Sell	-100	Closed	-$2.76K	–	3608
2022 Q2	$2.76K	Hold	100	–	–	﹤0.01%	3037
2022 Q1	$3.07K	Hold	100	–	–	﹤0.01%	3103
2021 Q4	$3.52K	Hold	100	–	–	﹤0.01%	3014
2021 Q3	$3.56K	Hold	100	–	–	﹤0.01%	2978
2021 Q2	$3.76K	Hold	100	–	–	﹤0.01%	2944
2021 Q1	$4.11K	Hold	100	–	–	﹤0.01%	2769
2020 Q4	$4.17K	Buy	+100	New	+$3.47K	﹤0.01%	2482

Other funds holding WLDN

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

American Portfolios Advisors's WLDN Position: Q3 2022 in Review

American Portfolios Advisors sold out of Willdan Group (WLDN) in Q3 2022, closing a stake of 100 shares — an estimated $2.76K sold.

American Portfolios Advisors first reported a position in WLDN in Q4 2020 and held it in 7 quarters. The position peaked at $4.17K in Q4 2020. 79 funds tracked by Wall St. Rank hold WLDN as of Q3 2022.

American Portfolios Advisors reported no remaining Willdan Group position as of Q3 2022 after selling out during the quarter.
American Portfolios Advisors sold 100 Willdan Group shares in Q3 2022, an estimated $2.76K.
American Portfolios Advisors first reported a position in Willdan Group in Q4 2020 and held it in 7 quarters.
American Portfolios Advisors's Willdan Group position peaked at $4.17K in Q4 2020.
79 funds tracked by Wall St. Rank held Willdan Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.