UCFA
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United Capital Financial Advisors’s World Acceptance Corp WRLD Stock Holding History

United Capital Financial Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,200
Closed -$353K – 1249
2021
Q2 		$353K Sell
2,200
-2,000
-48% -$293K ﹤0.01% 976
2021
Q1 		$545K Sell
4,200
-3,000
-42% -$395K ﹤0.01% 825
2020
Q4 		$736K Hold
7,200
– – ﹤0.01% 751
2020
Q3 		$760K Sell
7,200
-2,000
-22% -$166K 0.01% 731
2020
Q2 		$603K Hold
9,200
– – ﹤0.01% 804
2020
Q1 		$502K Hold
9,200
– – ﹤0.01% 814
2019
Q4 		$795K Buy
+9,200
New +$948K 0.01% 858

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KC
Kize Capital New York $79.6M AUM 10.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWS
Thomas W. Smith $101M AUM