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FinTrust Capital Advisors’s Willdan Group WLDN Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$43.1K Buy
+1,052
New +$37.8K 0.01% 618

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Capital Advisors's WLDN Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Willdan Group (WLDN) in Q3 2024: 1,052 shares worth $43.1K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

143 funds tracked by Wall St. Rank hold WLDN as of Q3 2024.

  • FinTrust Capital Advisors held 1,052 shares of Willdan Group worth $43.1K as of Q3 2024.
  • Willdan Group was a new FinTrust Capital Advisors position in Q3 2024.
  • Willdan Group made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #618 holding.
  • 143 funds tracked by Wall St. Rank held Willdan Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.