United Capital Financial Advisors’s Willdan Group WLDN Stock Holding History

United Capital Financial Advisors’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	-10,000	Closed	-$307K	–	1200
2022 Q1	$307K	Hold	10,000	–	–	﹤0.01%	982
2021 Q4	$352K	Hold	10,000	–	–	﹤0.01%	969
2021 Q3	$356K	Hold	10,000	–	–	﹤0.01%	955
2021 Q2	$376K	Hold	10,000	–	–	﹤0.01%	960
2021 Q1	$411K	Sell	10,000 -44,400	-82%	-$2.04M	﹤0.01%	906
2020 Q4	$2.27M	Sell	54,400 -56,000	-51%	-$1.94M	0.01%	483
2020 Q3	$2.82M	Hold	110,400	–	–	0.02%	432
2020 Q2	$2.76M	Buy	+110,400	New	+$2.54M	0.02%	453

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 $299B AUM 28.69% 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

United Capital Financial Advisors's WLDN Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Willdan Group (WLDN) in Q2 2022, closing a stake of 10,000 shares — an estimated $307K sold.

United Capital Financial Advisors first reported a position in WLDN in Q2 2020 and held it in 8 quarters. The position peaked at $2.82M in Q3 2020. 82 funds tracked by Wall St. Rank hold WLDN as of Q2 2022.

United Capital Financial Advisors reported no remaining Willdan Group position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 10,000 Willdan Group shares in Q2 2022, an estimated $307K.
United Capital Financial Advisors first reported a position in Willdan Group in Q2 2020 and held it in 8 quarters.
United Capital Financial Advisors's Willdan Group position peaked at $2.82M in Q3 2020.
82 funds tracked by Wall St. Rank held Willdan Group as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.