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GHP Investment Advisors’s Worthington Enterprises WOR Stock Holding History

GHP Investment Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-183
Closed -$8.66K – 1083
2024
Q2 		$8.66K Buy
+183
New +$10.3K ﹤0.01% 711

Other funds holding WOR

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GHP Investment Advisors's WOR Position: Q3 2024 in Review

GHP Investment Advisors sold out of Worthington Enterprises (WOR) in Q3 2024, closing a stake of 183 shares — an estimated $8.66K sold.

GHP Investment Advisors first reported a position in WOR in Q2 2024 and held it in 1 quarter. The position peaked at $8.66K in Q2 2024. 252 funds tracked by Wall St. Rank hold WOR as of Q3 2024.

  • GHP Investment Advisors reported no remaining Worthington Enterprises position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 183 Worthington Enterprises shares in Q3 2024, an estimated $8.66K.
  • GHP Investment Advisors first reported a position in Worthington Enterprises in Q2 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Worthington Enterprises position peaked at $8.66K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.