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Tibra Equities Europe’s Westwood Holdings Group WHG Stock Holding History

Tibra Equities Europe’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15,400
Closed -$335K – 193
2021
Q2 		$335K Buy
+15,400
New +$293K 0.1% 103

Other funds holding WHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tibra Equities Europe's WHG Position: Q3 2021 in Review

Tibra Equities Europe sold out of Westwood Holdings Group (WHG) in Q3 2021, closing a stake of 15,400 shares — an estimated $335K sold.

Tibra Equities Europe first reported a position in WHG in Q2 2021 and held it in 1 quarter. The position peaked at $335K in Q2 2021. 48 funds tracked by Wall St. Rank hold WHG as of Q3 2021.

  • Tibra Equities Europe reported no remaining Westwood Holdings Group position as of Q3 2021 after selling out during the quarter.
  • Tibra Equities Europe sold 15,400 Westwood Holdings Group shares in Q3 2021, an estimated $335K.
  • Tibra Equities Europe first reported a position in Westwood Holdings Group in Q2 2021 and held it in 1 quarter.
  • Tibra Equities Europe's Westwood Holdings Group position peaked at $335K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2021.

Based on Tibra Equities Europe's 13F filing for Q3 2021, filed 15 Nov 2021.