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SpiderRock Advisors’s Westwood Holdings Group WHG Stock Holding History

SpiderRock Advisors’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,292
Closed -$144K – 824
2024
Q1 		$144K Buy
+11,292
New +$136K ﹤0.01% 706

Other funds holding WHG

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DRZID
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SpiderRock Advisors's WHG Position: Q2 2024 in Review

SpiderRock Advisors sold out of Westwood Holdings Group (WHG) in Q2 2024, closing a stake of 11,292 shares — an estimated $144K sold.

SpiderRock Advisors first reported a position in WHG in Q1 2024 and held it in 1 quarter. The position peaked at $144K in Q1 2024. 43 funds tracked by Wall St. Rank hold WHG as of Q2 2024.

  • SpiderRock Advisors reported no remaining Westwood Holdings Group position as of Q2 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 11,292 Westwood Holdings Group shares in Q2 2024, an estimated $144K.
  • SpiderRock Advisors first reported a position in Westwood Holdings Group in Q1 2024 and held it in 1 quarter.
  • SpiderRock Advisors's Westwood Holdings Group position peaked at $144K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2024.

Based on SpiderRock Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.