DWM
WOR icon

Doyle Wealth Management’s Worthington Enterprises WOR Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-843
Closed -$21K – 767
2019
Q2 		$21K Buy
+843
New +$19.8K ﹤0.01% 504
2019
Q1 		– Sell
-834
Closed -$18K – 761
2018
Q4 		$18K Buy
+834
New +$20.8K ﹤0.01% 530

Other funds holding WOR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doyle Wealth Management's WOR Position: Q3 2019 in Review

Doyle Wealth Management sold out of Worthington Enterprises (WOR) in Q3 2019, closing a stake of 843 shares — an estimated $21K sold.

Doyle Wealth Management first reported a position in WOR in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 201 funds tracked by Wall St. Rank hold WOR as of Q3 2019.

  • Doyle Wealth Management reported no remaining Worthington Enterprises position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 843 Worthington Enterprises shares in Q3 2019, an estimated $21K.
  • Doyle Wealth Management first reported a position in Worthington Enterprises in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Worthington Enterprises position peaked at $21K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.