Tarbox Family Office’s World Acceptance Corp WRLD Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-25	Closed	-$5K	–	986
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	554
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	575
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	663
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	750
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	813
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	751
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	679
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	854
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1024
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	871
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	659
2019 Q2	$4K	Buy	+25	New	+$3.41K	﹤0.01%	542

Other funds holding WRLD

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thomas W. Smith $101M AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return