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Arkadios Wealth Advisors’s Werner Enterprises WERN Stock Holding History

Arkadios Wealth Advisors’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-31
Closed -$1.2K – 1311
2019
Q4 		$1.2K Buy
+31
New +$1.13K ﹤0.01% 868

Other funds holding WERN

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arkadios Wealth Advisors's WERN Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Werner Enterprises (WERN) in Q1 2020, closing a stake of 31 shares — an estimated $1.2K sold.

Arkadios Wealth Advisors first reported a position in WERN in Q4 2019 and held it in 1 quarter. The position peaked at $1.2K in Q4 2019. 205 funds tracked by Wall St. Rank hold WERN as of Q1 2020.

  • Arkadios Wealth Advisors reported no remaining Werner Enterprises position as of Q1 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 31 Werner Enterprises shares in Q1 2020, an estimated $1.2K.
  • Arkadios Wealth Advisors first reported a position in Werner Enterprises in Q4 2019 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Werner Enterprises position peaked at $1.2K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.