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BRWA
B. Riley Wealth Advisors’s
Worthington Enterprises
WOR
Stock Holding History
B. Riley Wealth Advisors’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
2022
Q2
–
Sell
-79,317
Closed
-$2.52M
–
1400
2022
Q1
$2.52M
Sell
79,317
-18,410
-19%
-$636K
0.08%
249
2021
Q4
$3.29M
Buy
97,727
+17,290
+21%
+$569K
0.09%
234
2021
Q3
$2.61M
Buy
80,437
+21,221
+36%
+$765K
0.08%
275
2021
Q2
$2.23M
Buy
59,216
+22,661
+62%
+$917K
0.07%
313
2021
Q1
$1.51M
Buy
36,555
+28,304
+343%
+$1.08M
0.05%
377
2020
Q4
$262K
Buy
+8,251
New
+$257K
0.01%
829
2017
Q2
–
Sell
-10,076
Closed
-$281K
–
558
2017
Q1
$281K
Sell
10,076
-449
-4%
-$13.5K
0.06%
358
2016
Q4
$308K
Sell
10,525
-7
-0.1%
-$225
0.06%
337
2016
Q3
$312K
Buy
10,532
+26
+0.2%
+$694
0.06%
393
2016
Q2
$274K
Buy
+10,506
New
+$243K
0.05%
422
2015
Q1
–
Sell
-162
Closed
-$3
–
1990
2014
Q4
$3
Buy
+162
New
+$3.59K
﹤0.01%
3331
2014
Q3
–
Sell
-568
Closed
-$15.1K
–
1894
2014
Q2
$15.1K
Buy
+568
New
+$13.7K
﹤0.01%
1607
Other funds holding WOR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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