Taylor Wealth Management Partners’s Willdan Group WLDN Stock Holding History

Taylor Wealth Management Partners’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-33,706	Closed	-$1.03M	–	63
2022 Q1	$1.03M	Sell	33,706 -59,309	-64%	-$1.85M	0.42%	45
2021 Q4	$3.27M	Sell	93,015 -2,525	-3%	-$94.1K	1.15%	32
2021 Q3	$3.4M	Sell	95,540 -3,840	-4%	-$145K	1.21%	33
2021 Q2	$3.74M	Sell	99,380 -2,315	-2%	-$89.4K	1.32%	31
2021 Q1	$4.17M	Sell	101,695 -28,275	-22%	-$1.3M	1.52%	27
2020 Q4	$5.42M	Sell	129,970 -2,015	-2%	-$70K	2.08%	17
2020 Q3	$3.37M	Sell	131,985 -510	-0.4%	-$13.7K	1.54%	26
2020 Q2	$3.31M	Sell	132,495 -15,390	-10%	-$354K	1.68%	22
2020 Q1	$3.16M	Sell	147,885 -11,255	-7%	-$347K	1.94%	19
2019 Q4	$5.06M	Sell	159,140 -3,739	-2%	-$118K	2.33%	18
2019 Q3	$5.71M	Sell	162,879 -410	-0.3%	-$14.6K	2.67%	17
2019 Q2	$6.08M	Buy	163,289 +505	+0.3%	+$18.3K	2.84%	14
2019 Q1	$6.03M	Sell	162,784 -155	-0.1%	-$5.51K	3%	12
2018 Q4	$5.7M	Buy	162,939 +121,709	+295%	+$4.16M	3.29%	14
2018 Q3	$1.4M	Buy	+41,230	New	+$1.29M	0.6%	38

Other funds holding WLDN

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

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

Taylor Wealth Management Partners's WLDN Position: Q2 2022 in Review

Taylor Wealth Management Partners sold out of Willdan Group (WLDN) in Q2 2022, closing a stake of 33,706 shares — an estimated $1.03M sold.

Taylor Wealth Management Partners first reported a position in WLDN in Q3 2018 and held it in 15 quarters. The position peaked at $6.08M in Q2 2019. 82 funds tracked by Wall St. Rank hold WLDN as of Q2 2022.

Taylor Wealth Management Partners reported no remaining Willdan Group position as of Q2 2022 after selling out during the quarter.
Taylor Wealth Management Partners sold 33,706 Willdan Group shares in Q2 2022, an estimated $1.03M.
Taylor Wealth Management Partners first reported a position in Willdan Group in Q3 2018 and held it in 15 quarters.
Taylor Wealth Management Partners's Willdan Group position peaked at $6.08M in Q2 2019.
82 funds tracked by Wall St. Rank held Willdan Group as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.