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Capital Performance Advisors’s World Acceptance Corp WRLD Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-19
Closed -$2.24K – 2708
2024
Q3 		$2.24K Buy
+19
New +$2.29K ﹤0.01% 1510

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Performance Advisors sold out of World Acceptance Corp (WRLD) in Q4 2024, closing a stake of 19 shares — an estimated $2.24K sold.

Capital Performance Advisors first reported a position in WRLD in Q3 2024 and held it in 1 quarter. The position peaked at $2.24K in Q3 2024. 139 funds tracked by Wall St. Rank hold WRLD as of Q4 2024.

  • Capital Performance Advisors reported no remaining World Acceptance Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 World Acceptance Corp shares in Q4 2024, an estimated $2.24K.
  • Capital Performance Advisors first reported a position in World Acceptance Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's World Acceptance Corp position peaked at $2.24K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2024.

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