Center for Financial Planning’s Worthington Enterprises WOR Stock Holding History

Center for Financial Planning’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-500	Closed	-$28.8K	–	617
2023 Q4	$28.8K	Sell	500 -311	-38%	-$13.7K	0.01%	277
2023 Q3	$30.9K	Hold	811	–	–	0.01%	259
2023 Q2	$34.7K	Hold	811	–	–	0.01%	271
2023 Q1	$32.3K	Hold	811	–	–	0.01%	257
2022 Q4	$24.9K	Buy	+811	New	+$25.1K	0.01%	279
2021 Q2	–	Sell	-657	Closed	-$27K	–	548
2021 Q1	$27K	Hold	657	–	–	0.01%	274
2020 Q4	$21K	Hold	657	–	–	0.01%	280
2020 Q3	$17K	Buy	657 +389	+145%	+$9.48K	0.01%	276
2020 Q2	$6K	Buy	+268	New	+$4.78K	﹤0.01%	354

Other funds holding WOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Center for Financial Planning's WOR Position: Q1 2024 in Review

Center for Financial Planning sold out of Worthington Enterprises (WOR) in Q1 2024, closing a stake of 500 shares — an estimated $28.8K sold.

Center for Financial Planning first reported a position in WOR in Q2 2020 and held it in 9 quarters. The position peaked at $34.7K in Q2 2023. 285 funds tracked by Wall St. Rank hold WOR as of Q1 2024.

Center for Financial Planning reported no remaining Worthington Enterprises position as of Q1 2024 after selling out during the quarter.
Center for Financial Planning sold 500 Worthington Enterprises shares in Q1 2024, an estimated $28.8K.
Center for Financial Planning first reported a position in Worthington Enterprises in Q2 2020 and held it in 9 quarters.
Center for Financial Planning's Worthington Enterprises position peaked at $34.7K in Q2 2023.
285 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2024.

Based on Center for Financial Planning's 13F filing for Q1 2024, filed 25 Apr 2024.