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Legacy Financial Advisors’s Worthington Enterprises WOR Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-1,082
Closed -$25K – 909
2019
Q1 		$25K Buy
+1,082
New +$24.8K 0.01% 414

Other funds holding WOR

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Financial Advisors's WOR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Worthington Enterprises (WOR) in Q2 2019, closing a stake of 1,082 shares — an estimated $25K sold.

Legacy Financial Advisors first reported a position in WOR in Q1 2019 and held it in 1 quarter. The position peaked at $25K in Q1 2019. 202 funds tracked by Wall St. Rank hold WOR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Worthington Enterprises position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,082 Worthington Enterprises shares in Q2 2019, an estimated $25K.
  • Legacy Financial Advisors first reported a position in Worthington Enterprises in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Worthington Enterprises position peaked at $25K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.