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Avior Wealth Management’s Willdan Group WLDN Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-1
Closed -$28 – 3735
2024
Q1 		$28 Buy
+1
New +$22 ﹤0.01% 3627

Other funds holding WLDN

Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's WLDN Position: Q2 2024 in Review

Avior Wealth Management sold out of Willdan Group (WLDN) in Q2 2024, closing a stake of 1 share — an estimated $28 sold.

Avior Wealth Management first reported a position in WLDN in Q1 2024 and held it in 1 quarter. The position peaked at $28 in Q1 2024. 110 funds tracked by Wall St. Rank hold WLDN as of Q2 2024.

  • Avior Wealth Management reported no remaining Willdan Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Willdan Group share in Q2 2024, an estimated $28.
  • Avior Wealth Management first reported a position in Willdan Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Willdan Group position peaked at $28 in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Willdan Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.