Sutton Wealth Advisors’s World Acceptance Corp WRLD Stock Holding History

Sutton Wealth Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-246	Closed	-$16.2K	–	1572
2022 Q4	$16.2K	Hold	246	–	–	0.01%	781
2022 Q3	$23.8K	Sell	246 -1	-0.4%	-$116	0.01%	612
2022 Q2	$27.7K	Sell	247 -1	-0.4%	-$157	0.01%	556
2022 Q1	$47.6K	Sell	248 -1	-0.4%	-$198	0.02%	421
2021 Q4	$61.1K	Buy	249 +1	+0.4%	+$217	0.02%	363
2021 Q3	$47K	Hold	248	–	–	0.02%	409
2021 Q2	$39.7K	Hold	248	–	–	0.01%	474
2021 Q1	$32.2K	Hold	248	–	–	0.01%	528
2020 Q4	$25.4K	Hold	248	–	–	0.01%	545
2020 Q3	$26.2K	Hold	248	–	–	0.01%	469
2020 Q2	$16.2K	Hold	248	–	–	0.01%	599
2020 Q1	$13.5K	Buy	248 +113	+84%	+$8.75K	0.01%	577
2019 Q4	$11.7K	Hold	135	–	–	0.01%	775
2019 Q3	$17.2K	Hold	135	–	–	0.01%	628
2019 Q2	$22.2K	Hold	135	–	–	0.01%	537
2019 Q1	$15.8K	Hold	135	–	–	0.01%	655
2018 Q4	$13.8K	Hold	135	–	–	0.01%	657
2018 Q3	$15.4K	Hold	135	–	–	0.01%	678
2018 Q2	$15K	Hold	135	–	–	0.01%	709
2018 Q1	$14.2K	Hold	135	–	–	0.01%	689
2017 Q4	$10.9K	Hold	135	–	–	0.01%	753
2017 Q3	$11.2K	Hold	135	–	–	0.01%	740
2017 Q2	$10.1K	Hold	135	–	–	0.01%	747
2017 Q1	$6.99K	Hold	135	–	–	0.01%	794
2016 Q4	$8.68K	Hold	135	–	–	0.01%	727
2016 Q3	$6.62K	Hold	135	–	–	0.01%	770
2016 Q2	$6.16K	Hold	135	–	–	0.01%	740
2016 Q1	$5.12K	Buy	+135	New	+$4.76K	﹤0.01%	736

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TWS

Thomas W. Smith $113M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of World Acceptance Corp (WRLD) in Q1 2023, closing a stake of 246 shares — an estimated $16.2K sold.

Sutton Wealth Advisors first reported a position in WRLD in Q1 2016 and held it in 28 quarters. The position peaked at $61.1K in Q4 2021. 113 funds tracked by Wall St. Rank hold WRLD as of Q1 2023.

Sutton Wealth Advisors reported no remaining World Acceptance Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 246 World Acceptance Corp shares in Q1 2023, an estimated $16.2K.
Sutton Wealth Advisors first reported a position in World Acceptance Corp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's World Acceptance Corp position peaked at $61.1K in Q4 2021.
113 funds tracked by Wall St. Rank held World Acceptance Corp as of Q1 2023.

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