BCA
WLDN icon

Berman Capital Advisors’s Willdan Group WLDN Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
35
+4
+13% +$151 ﹤0.01% 1985
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1828
2021
Q1 		$1K Sell
31
-17
-35% -$782 ﹤0.01% 1710
2020
Q4 		$2K Hold
48
– – ﹤0.01% 1452
2020
Q3 		$1K Hold
48
– – ﹤0.01% 1532
2020
Q2 		$1K Buy
+48
New +$1.1K ﹤0.01% 1522

Other funds holding WLDN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Berman Capital Advisors's WLDN Position: Q3 2021 in Review

Berman Capital Advisors increased its Willdan Group (WLDN) stake by 13% in Q3 2021, buying an estimated $151 and bringing the position to 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Berman Capital Advisors first reported a position in WLDN in Q2 2020 and has held it in 6 quarters since. The position peaked at $2K in Q4 2020. 94 funds tracked by Wall St. Rank hold WLDN as of Q3 2021.

  • Berman Capital Advisors held 35 shares of Willdan Group worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 4 Willdan Group shares in Q3 2021, an estimated $151.
  • Willdan Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1985 holding.
  • Berman Capital Advisors first reported a position in Willdan Group in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Willdan Group position peaked at $2K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held Willdan Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.