Taylor Hoffman Wealth Management’s WW International WW Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-1,073	Closed	-$27K	–	372
2020 Q2	$27K	Buy	+1,073	New	+$25K	0.02%	240
2020 Q1	–	Sell	-1,073	Closed	-$41K	–	393
2019 Q4	$41K	Hold	1,073	–	–	0.03%	223
2019 Q3	$41K	Hold	1,073	–	–	0.03%	220
2019 Q2	$20K	Buy	+1,073	New	+$21.3K	0.02%	252
2019 Q1	–	Sell	-1,073	Closed	-$41K	–	430
2018 Q4	$41K	Hold	1,073	–	–	0.04%	191
2018 Q3	$77K	Sell	1,073 -1,927	-64%	-$157K	0.06%	149
2018 Q2	$303K	Hold	3,000	–	–	0.26%	85
2018 Q1	$191K	Hold	3,000	–	–	0.17%	102
2017 Q4	$133K	Buy	+3,000	New	+$137K	0.13%	117

Other funds holding WW

Artal Group Luxembourg $1.01B AUM 29.84% 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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

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

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

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