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Dynamic Advisor Solutions’s Willdan Group WLDN Stock Holding History

Dynamic Advisor Solutions’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
2021
Q4 		– Sell
-13,317
Closed -$474K – 813
2021
Q3 		$474K Hold
13,317
– – 0.04% 459
2021
Q2 		$501K Hold
13,317
– – 0.04% 431
2021
Q1 		$547K Buy
+13,317
New +$613K 0.05% 357

Other funds holding WLDN

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dynamic Advisor Solutions's WLDN Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Willdan Group (WLDN) in Q4 2021, closing a stake of 13,317 shares — an estimated $474K sold.

Dynamic Advisor Solutions first reported a position in WLDN in Q1 2021 and held it in 3 quarters. The position peaked at $547K in Q1 2021. 99 funds tracked by Wall St. Rank hold WLDN as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining Willdan Group position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 13,317 Willdan Group shares in Q4 2021, an estimated $474K.
  • Dynamic Advisor Solutions first reported a position in Willdan Group in Q1 2021 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Willdan Group position peaked at $547K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Willdan Group as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.