EverSource Wealth Advisors’s WW International WW Stock Holding History

EverSource Wealth Advisors’s Portfolio WW Stock Details WW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-292	Closed	-$529	–	3151
2024 Q1	$529	Sell	292 -234	-44%	-$931	﹤0.01%	2703
2023 Q4	$4.6K	Hold	526	–	–	﹤0.01%	1893
2023 Q3	$5.82K	Hold	526	–	–	﹤0.01%	1650
2023 Q2	$3.54K	Hold	526	–	–	﹤0.01%	1861
2023 Q1	$2.17K	Hold	526	–	–	﹤0.01%	1913
2022 Q4	$2.03K	Buy	526 +244	+87%	+$978	﹤0.01%	1909
2022 Q3	$1K	Buy	+282	New	+$1.71K	﹤0.01%	1926
2022 Q2	–	Sell	-365	Closed	-$4K	–	1905
2022 Q1	$4K	Buy	365 +256	+235%	+$3K	﹤0.01%	1372
2021 Q4	$2K	Buy	+109	New	+$1.96K	﹤0.01%	1642

Other funds holding WW

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EverSource Wealth Advisors's WW Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of WW International (WW) in Q2 2024, closing a stake of 292 shares — an estimated $529 sold.

EverSource Wealth Advisors first reported a position in WW in Q4 2021 and held it in 9 quarters. The position peaked at $5.82K in Q3 2023. 132 funds tracked by Wall St. Rank hold WW as of Q2 2024.

EverSource Wealth Advisors reported no remaining WW International position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 292 WW International shares in Q2 2024, an estimated $529.
EverSource Wealth Advisors first reported a position in WW International in Q4 2021 and held it in 9 quarters.
EverSource Wealth Advisors's WW International position peaked at $5.82K in Q3 2023.
132 funds tracked by Wall St. Rank held WW International as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.