LW
WORX

Linscomb Wealth’s SCWORX CORP NEW WORX Stock Holding History

Linscomb Wealth’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
2017
Q4 		– Sell
-3
Closed -$24K – 280
2017
Q3 		$24K Buy
+3
New +$15.8K ﹤0.01% 267

Other funds holding WORX

VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Linscomb Wealth's WORX Position: Q4 2017 in Review

Linscomb Wealth sold out of SCWORX CORP NEW (WORX) in Q4 2017, closing a stake of 3 shares — an estimated $24K sold.

Linscomb Wealth first reported a position in WORX in Q3 2017 and held it in 1 quarter. The position peaked at $24K in Q3 2017. 7 funds tracked by Wall St. Rank hold WORX as of Q4 2017.

  • Linscomb Wealth reported no remaining SCWORX CORP NEW position as of Q4 2017 after selling out during the quarter.
  • Linscomb Wealth sold 3 SCWORX CORP NEW shares in Q4 2017, an estimated $24K.
  • Linscomb Wealth first reported a position in SCWORX CORP NEW in Q3 2017 and held it in 1 quarter.
  • Linscomb Wealth's SCWORX CORP NEW position peaked at $24K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q4 2017.

Based on Linscomb Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.