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Capital Performance Advisors’s Willdan Group WLDN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-121
Closed -$4.96K – 2691
2024
Q3 		$4.96K Buy
+121
New +$4.35K ﹤0.01% 1118

Other funds holding WLDN

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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's WLDN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Willdan Group (WLDN) in Q4 2024, closing a stake of 121 shares — an estimated $4.96K sold.

Capital Performance Advisors first reported a position in WLDN in Q3 2024 and held it in 1 quarter. The position peaked at $4.96K in Q3 2024. 155 funds tracked by Wall St. Rank hold WLDN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Willdan Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 121 Willdan Group shares in Q4 2024, an estimated $4.96K.
  • Capital Performance Advisors first reported a position in Willdan Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Willdan Group position peaked at $4.96K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Willdan Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.