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Belpointe Asset Management’s World Acceptance Corp WRLD Stock Holding History

Belpointe 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
Q2 		– Sell
-10
Closed -$833 – 3386
2023
Q1 		$833 Buy
+10
New +$872 ﹤0.01% 3502

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWS
Thomas W. Smith $113M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Belpointe Asset Management's WRLD Position: Q2 2023 in Review

Belpointe Asset Management sold out of World Acceptance Corp (WRLD) in Q2 2023, closing a stake of 10 shares — an estimated $833 sold.

Belpointe Asset Management first reported a position in WRLD in Q1 2023 and held it in 1 quarter. The position peaked at $833 in Q1 2023. 121 funds tracked by Wall St. Rank hold WRLD as of Q2 2023.

  • Belpointe Asset Management reported no remaining World Acceptance Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 10 World Acceptance Corp shares in Q2 2023, an estimated $833.
  • Belpointe Asset Management first reported a position in World Acceptance Corp in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's World Acceptance Corp position peaked at $833 in Q1 2023.
  • 121 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.