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Toth Financial Advisory’s Willdan Group WLDN Stock Holding History

Toth Financial Advisory’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
2019
Q2 		– Sell
-292
Closed -$11K – 481
2019
Q1 		$11K Buy
+292
New +$10.4K ﹤0.01% 303

Other funds holding WLDN

RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Toth Financial Advisory's WLDN Position: Q2 2019 in Review

Toth Financial Advisory sold out of Willdan Group (WLDN) in Q2 2019, closing a stake of 292 shares — an estimated $11K sold.

Toth Financial Advisory first reported a position in WLDN in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 102 funds tracked by Wall St. Rank hold WLDN as of Q2 2019.

  • Toth Financial Advisory reported no remaining Willdan Group position as of Q2 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 292 Willdan Group shares in Q2 2019, an estimated $11K.
  • Toth Financial Advisory first reported a position in Willdan Group in Q1 2019 and held it in 1 quarter.
  • Toth Financial Advisory's Willdan Group position peaked at $11K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held Willdan Group as of Q2 2019.

Based on Toth Financial Advisory's 13F filing for Q2 2019, filed 17 Jul 2019.