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Avantax Planning Partners’s Worthington Enterprises WOR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-508
Closed -$14K – 1197
2018
Q3 		$14K Buy
+508
New +$14.3K ﹤0.01% 799
2018
Q2 		– Sell
-508
Closed -$13K – 1488
2018
Q1 		$13K Buy
+508
New +$14.3K ﹤0.01% 946

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's WOR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Worthington Enterprises (WOR) in Q4 2018, closing a stake of 508 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in WOR in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 188 funds tracked by Wall St. Rank hold WOR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Worthington Enterprises position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 508 Worthington Enterprises shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Worthington Enterprises in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Worthington Enterprises position peaked at $14K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.