Private Ocean’s World Acceptance Corp WRLD Stock Holding History

Private Ocean’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
2021 Q4	–	Sell	-100	Closed	-$19K	–	627
2021 Q3	$19K	Buy	+100	New	+$18.5K	﹤0.01%	360

Other funds holding WRLD

PGP

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

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 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

Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWS

Thomas W. Smith $101M AUM

Private Ocean's WRLD Position: Q4 2021 in Review

Private Ocean sold out of World Acceptance Corp (WRLD) in Q4 2021, closing a stake of 100 shares — an estimated $19K sold.

Private Ocean first reported a position in WRLD in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 135 funds tracked by Wall St. Rank hold WRLD as of Q4 2021.

Private Ocean reported no remaining World Acceptance Corp position as of Q4 2021 after selling out during the quarter.
Private Ocean sold 100 World Acceptance Corp shares in Q4 2021, an estimated $19K.
Private Ocean first reported a position in World Acceptance Corp in Q3 2021 and held it in 1 quarter.
Private Ocean's World Acceptance Corp position peaked at $19K in Q3 2021.
135 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2021.

Based on Private Ocean's 13F filing for Q4 2021, filed 25 Jan 2022.