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Harvest Group Wealth Management’s World Acceptance Corp WRLD Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-6
Closed -$1K – 722
2020
Q4 		$1K Hold
6
– – ﹤0.01% 584
2020
Q3 		$1K Hold
6
– – ﹤0.01% 540
2020
Q2 		$0 Hold
6
– – ﹤0.01% 875
2020
Q1 		$0 Buy
+6
New +$464 ﹤0.01% 1046
2019
Q4 		– Sell
-10
Closed -$1K – 1061
2019
Q3 		$1K Buy
+10
New +$1.42K ﹤0.01% 951

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 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
KC
Kize Capital New York $77.8M AUM 6.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's WRLD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of World Acceptance Corp (WRLD) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WRLD in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 119 funds tracked by Wall St. Rank hold WRLD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining World Acceptance Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 World Acceptance Corp shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in World Acceptance Corp in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's World Acceptance Corp position peaked at $1K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held World Acceptance Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.