LFG
WORX

Larson Financial Group’s SCWORX CORP NEW WORX Stock Holding History

Larson Financial Group’s Portfolio WORX Stock Details WORX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed -$2K – 1534
2022
Q3 		$2K Buy
+12
New +$1.95K ﹤0.01% 1155

Other funds holding WORX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's WORX Position: Q4 2022 in Review

Larson Financial Group sold out of SCWORX CORP NEW (WORX) in Q4 2022, closing a stake of 12 shares — an estimated $2K sold.

Larson Financial Group first reported a position in WORX in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 9 funds tracked by Wall St. Rank hold WORX as of Q4 2022.

  • Larson Financial Group reported no remaining SCWORX CORP NEW position as of Q4 2022 after selling out during the quarter.
  • Larson Financial Group sold 12 SCWORX CORP NEW shares in Q4 2022, an estimated $2K.
  • Larson Financial Group first reported a position in SCWORX CORP NEW in Q3 2022 and held it in 1 quarter.
  • Larson Financial Group's SCWORX CORP NEW position peaked at $2K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q4 2022.

Based on Larson Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.