TFA
WW

Toth Financial Advisory’s WW International WW Stock Holding History

Toth Financial Advisory’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
2018
Q4 		– Sell
-600
Closed -$43K – 464
2018
Q3 		$43K Hold
600
– – 0.01% 212
2018
Q2 		$61K Hold
600
– – 0.01% 202
2018
Q1 		$38K Hold
600
– – 0.01% 226
2017
Q4 		$27K Buy
+600
New +$27.3K 0.01% 254
2017
Q2 		– Sell
-41,000
Closed -$638K – 136
2017
Q1 		$638K Buy
+41,000
New +$564K 0.17% 106

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return