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Sequoia Financial Advisors’s Worthington Steel WS Stock Holding History

Sequoia Financial Advisors’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,647
Closed -$328K – 1432
2024
Q3 		$328K Buy
+9,647
New +$331K ﹤0.01% 927

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sequoia Financial Advisors's WS Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Worthington Steel (WS) in Q4 2024, closing a stake of 9,647 shares — an estimated $328K sold.

Sequoia Financial Advisors first reported a position in WS in Q3 2024 and held it in 1 quarter. The position peaked at $328K in Q3 2024. 207 funds tracked by Wall St. Rank hold WS as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Worthington Steel position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 9,647 Worthington Steel shares in Q4 2024, an estimated $328K.
  • Sequoia Financial Advisors first reported a position in Worthington Steel in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Worthington Steel position peaked at $328K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.