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Baker Avenue Asset Management’s World Acceptance Corp WRLD Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-8
Closed -$1.02K – 1513
2023
Q3 		$1.02K Hold
8
– – ﹤0.01% 1269
2023
Q2 		$1.07K Hold
8
– – ﹤0.01% 1154
2023
Q1 		$666 Hold
8
– – ﹤0.01% 1322
2022
Q4 		$528 Buy
+8
New +$632 ﹤0.01% 1292

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CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Avenue Asset Management's WRLD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of World Acceptance Corp (WRLD) in Q4 2023, closing a stake of 8 shares — an estimated $1.02K sold.

Baker Avenue Asset Management first reported a position in WRLD in Q4 2022 and held it in 4 quarters. The position peaked at $1.07K in Q2 2023. 133 funds tracked by Wall St. Rank hold WRLD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining World Acceptance Corp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 8 World Acceptance Corp shares in Q4 2023, an estimated $1.02K.
  • Baker Avenue Asset Management first reported a position in World Acceptance Corp in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's World Acceptance Corp position peaked at $1.07K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.