Legacy Financial Group (Iowa)
WW

Legacy Financial Group (Iowa)’s WW International WW Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,485
Closed -$27.5K – 518
2023
Q3 		$27.5K Buy
+2,485
New +$24.4K 0.01% 234

Other funds holding WW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s WW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of WW International (WW) in Q4 2023, closing a stake of 2,485 shares — an estimated $27.5K sold.

Legacy Financial Group (Iowa) first reported a position in WW in Q3 2023 and held it in 1 quarter. The position peaked at $27.5K in Q3 2023. 204 funds tracked by Wall St. Rank hold WW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining WW International position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,485 WW International shares in Q4 2023, an estimated $27.5K.
  • Legacy Financial Group (Iowa) first reported a position in WW International in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s WW International position peaked at $27.5K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held WW International as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.