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

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return