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Sowell Financial Services’s Willdan Group WLDN Stock Holding History

Sowell Financial Services’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18
Closed -$1K – 2722
2019
Q4 		$1K Sell
18
-18
-50% -$570 ﹤0.01% 2446
2019
Q3 		$1K Buy
+36
New +$1.28K ﹤0.01% 2324

Other funds holding WLDN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Sowell Financial Services's WLDN Position: Q1 2020 in Review

Sowell Financial Services sold out of Willdan Group (WLDN) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in WLDN in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 89 funds tracked by Wall St. Rank hold WLDN as of Q1 2020.

  • Sowell Financial Services reported no remaining Willdan Group position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 18 Willdan Group shares in Q1 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Willdan Group in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Willdan Group position peaked at $1K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Willdan Group as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.