AWM
WRLD icon

Avior Wealth Management’s World Acceptance Corp WRLD Stock Holding History

Avior Wealth Management’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$144 – 3740
2024
Q1 		$144 Buy
+1
New +$131 ﹤0.01% 3024

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

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

Avior Wealth Management sold out of World Acceptance Corp (WRLD) in Q2 2024, closing a stake of 1 share — an estimated $144 sold.

Avior Wealth Management first reported a position in WRLD in Q1 2024 and held it in 1 quarter. The position peaked at $144 in Q1 2024. 148 funds tracked by Wall St. Rank hold WRLD as of Q2 2024.

  • Avior Wealth Management reported no remaining World Acceptance Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 World Acceptance Corp share in Q2 2024, an estimated $144.
  • Avior Wealth Management first reported a position in World Acceptance Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's World Acceptance Corp position peaked at $144 in Q1 2024.
  • 148 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2024.

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