NewEdge Advisors’s World Acceptance Corp WRLD Stock Holding History

NewEdge Advisors’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
2024 Q2	–	Sell	-82	Closed	-$11.9K	–	4025
2024 Q1	$11.9K	Buy	+82	New	+$10.8K	﹤0.01%	2816
2023 Q1	–	Sell	-259	Closed	-$14.6K	–	4179
2022 Q4	$14.6K	Buy	+259	New	+$20.5K	﹤0.01%	2235
2021 Q4	–	Sell	-1,076	Closed	-$204K	–	1709
2021 Q3	$204K	Buy	+1,076	New	+$199K	0.01%	1050

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

NewEdge Advisors's WRLD Position: Q2 2024 in Review

NewEdge Advisors sold out of World Acceptance Corp (WRLD) in Q2 2024, closing a stake of 82 shares — an estimated $11.9K sold.

NewEdge Advisors first reported a position in WRLD in Q3 2021 and held it in 3 quarters. The position peaked at $204K in Q3 2021. 148 funds tracked by Wall St. Rank hold WRLD as of Q2 2024.

NewEdge Advisors reported no remaining World Acceptance Corp position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 82 World Acceptance Corp shares in Q2 2024, an estimated $11.9K.
NewEdge Advisors first reported a position in World Acceptance Corp in Q3 2021 and held it in 3 quarters.
NewEdge Advisors's World Acceptance Corp position peaked at $204K in Q3 2021.
148 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.