Envestnet Asset Management
WRLD icon

Envestnet Asset Management’s World Acceptance Corp WRLD Stock Holding History

Envestnet Asset Management’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,672
Closed -$242K – 4306
2024
Q1 		$242K Buy
1,672
+92
+6% +$12.1K ﹤0.01% 3848
2023
Q4 		$206K Buy
+1,580
New +$185K ﹤0.01% 3812
2022
Q1 		– Sell
-978
Closed -$240K – 4077
2021
Q4 		$240K Buy
+978
New +$213K ﹤0.01% 3552
2017
Q2 		– Sell
-1,188
Closed -$62K – 3141
2017
Q1 		$62K Buy
1,188
+167
+16% +$8.96K ﹤0.01% 2343
2016
Q4 		$66K Buy
+1,021
New +$57.2K ﹤0.01% 2349
2015
Q3 		– Sell
-7,233
Closed -$445K – 3088
2015
Q2 		$445K Buy
7,233
+1,089
+18% +$86.7K ﹤0.01% 1774
2015
Q1 		$448K Buy
6,144
+6,103
+14,885% +$492K ﹤0.01% 1606
2014
Q4 		$3K Sell
41
-3,276
-99% -$242K ﹤0.01% 2272
2014
Q3 		$224K Buy
+3,317
New +$257K ﹤0.01% 1053
2013
Q3 		– Sell
-21
Closed -$2K – 2501
2013
Q2 		$2K Buy
+21
New +$1.87K ﹤0.01% 2115

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Envestnet Asset Management's WRLD Position: Q2 2024 in Review

Envestnet Asset Management sold out of World Acceptance Corp (WRLD) in Q2 2024, closing a stake of 1,672 shares — an estimated $242K sold.

Envestnet Asset Management first reported a position in WRLD in Q2 2013 and held it in 10 quarters. The position peaked at $448K in Q1 2015. 148 funds tracked by Wall St. Rank hold WRLD as of Q2 2024.

  • Envestnet Asset Management reported no remaining World Acceptance Corp position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 1,672 World Acceptance Corp shares in Q2 2024, an estimated $242K.
  • Envestnet Asset Management first reported a position in World Acceptance Corp in Q2 2013 and held it in 10 quarters.
  • Envestnet Asset Management's World Acceptance Corp position peaked at $448K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.