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Sutton Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

Sutton Wealth Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$199 – 1571
2022
Q4 		$199 Hold
6
– – ﹤0.01% 1595
2022
Q3 		$153 Buy
+6
New +$184 ﹤0.01% 1570
2022
Q2 		– Sell
-6
Closed -$206 – 1720
2022
Q1 		$206 Hold
6
– – ﹤0.01% 1571
2021
Q4 		$219 Buy
+6
New +$197 ﹤0.01% 1630

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sutton Wealth Advisors's WOR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Worthington Enterprises (WOR) in Q1 2023, closing a stake of 6 shares — an estimated $199 sold.

Sutton Wealth Advisors first reported a position in WOR in Q4 2021 and held it in 4 quarters. The position peaked at $219 in Q4 2021. 251 funds tracked by Wall St. Rank hold WOR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Worthington Enterprises position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Worthington Enterprises shares in Q1 2023, an estimated $199.
  • Sutton Wealth Advisors first reported a position in Worthington Enterprises in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Worthington Enterprises position peaked at $219 in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.