SPIA
WORX

Steward Partners Investment Advisory’s SCWORX CORP NEW WORX Stock Holding History

Steward Partners Investment Advisory’s Portfolio WORX Stock Details WORX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6
Closed -$8K – 2720
2018
Q2 		$8K Buy
+6
New +$10.1K ﹤0.01% 1838

Other funds holding WORX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's WORX Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of SCWORX CORP NEW (WORX) in Q3 2018, closing a stake of 6 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in WORX in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 12 funds tracked by Wall St. Rank hold WORX as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining SCWORX CORP NEW position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6 SCWORX CORP NEW shares in Q3 2018, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in SCWORX CORP NEW in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's SCWORX CORP NEW position peaked at $8K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.