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Fiducient Advisors’s Werner Enterprises WERN Stock Holding History

Fiducient Advisors’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,900
Closed -$359K – 168
2022
Q4 		$359K Buy
+8,900
New +$363K 0.11% 119

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Vanguard Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Fiducient Advisors's WERN Position: Q1 2023 in Review

Fiducient Advisors sold out of Werner Enterprises (WERN) in Q1 2023, closing a stake of 8,900 shares — an estimated $359K sold.

Fiducient Advisors first reported a position in WERN in Q4 2022 and held it in 1 quarter. The position peaked at $359K in Q4 2022. 270 funds tracked by Wall St. Rank hold WERN as of Q1 2023.

  • Fiducient Advisors reported no remaining Werner Enterprises position as of Q1 2023 after selling out during the quarter.
  • Fiducient Advisors sold 8,900 Werner Enterprises shares in Q1 2023, an estimated $359K.
  • Fiducient Advisors first reported a position in Werner Enterprises in Q4 2022 and held it in 1 quarter.
  • Fiducient Advisors's Werner Enterprises position peaked at $359K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.