SWM
WW

Sugarloaf Wealth Management’s WW International WW Stock Holding History

Sugarloaf Wealth Management’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-101
Closed -$1K – 876
2022
Q3 		$1K Buy
+101
New +$612 ﹤0.01% 812
2020
Q1 		– Sell
-495
Closed -$19K – 746
2019
Q4 		$19K Buy
+495
New +$18.8K 0.01% 379

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugarloaf Wealth Management's WW Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of WW International (WW) in Q4 2022, closing a stake of 101 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in WW in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 181 funds tracked by Wall St. Rank hold WW as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining WW International position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 101 WW International shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in WW International in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's WW International position peaked at $19K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held WW International as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.