CWM
WNS

Congress Wealth Management’s WNS Holdings WNS Stock Holding History

Congress Wealth Management’s Portfolio WNS Stock Details WNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,106
Closed -$1.63M – 873
2024
Q2 		$1.63M Sell
31,106
-74,829
-71% -$3.7M 0.03% 378
2024
Q1 		$5.09M Buy
105,935
+29,911
+39% +$1.8M 0.09% 226
2023
Q4 		$4.8M Sell
76,024
-3,137
-4% -$192K 0.09% 230
2023
Q3 		$5.42M Buy
79,161
+3,968
+5% +$268K 0.11% 206
2023
Q2 		$5.54M Buy
75,193
+1,657
+2% +$132K 0.13% 178
2023
Q1 		$6.85M Buy
73,536
+3,802
+5% +$331K 0.17% 156
2022
Q4 		$5.58M Buy
69,734
+1,512
+2% +$125K 0.14% 178
2022
Q3 		$5.58M Buy
68,222
+2,586
+4% +$215K 0.15% 170
2022
Q2 		$4.9M Sell
65,636
-395
-0.6% -$30.2K 0.13% 188
2022
Q1 		$5.64M Buy
66,031
+4,954
+8% +$423K 0.12% 190
2021
Q4 		$5.39M Buy
+61,077
New +$5.25M 0.11% 213

Other funds holding WNS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIF
Nalanda India Fund Moka, Mauritius $189M AUM 20.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Congress Wealth Management's WNS Position: Q3 2024 in Review

Congress Wealth Management sold out of WNS Holdings (WNS) in Q3 2024, closing a stake of 31,106 shares — an estimated $1.63M sold.

Congress Wealth Management first reported a position in WNS in Q4 2021 and held it in 11 quarters. The position peaked at $6.85M in Q1 2023. 204 funds tracked by Wall St. Rank hold WNS as of Q3 2024.

  • Congress Wealth Management reported no remaining WNS Holdings position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 31,106 WNS Holdings shares in Q3 2024, an estimated $1.63M.
  • Congress Wealth Management first reported a position in WNS Holdings in Q4 2021 and held it in 11 quarters.
  • Congress Wealth Management's WNS Holdings position peaked at $6.85M in Q1 2023.
  • 204 funds tracked by Wall St. Rank held WNS Holdings as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.