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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 $1.96B AUM 58.65% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
KC
Kize Capital New York $77.8M AUM 6.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TWS
Thomas W. Smith $113M AUM

United Capital Financial Advisors's WRLD Position: Q3 2021 in Review

United Capital Financial Advisors sold out of World Acceptance Corp (WRLD) in Q3 2021, closing a stake of 2,200 shares — an estimated $353K sold.

United Capital Financial Advisors first reported a position in WRLD in Q4 2019 and held it in 7 quarters. The position peaked at $795K in Q4 2019. 126 funds tracked by Wall St. Rank hold WRLD as of Q3 2021.

  • United Capital Financial Advisors reported no remaining World Acceptance Corp position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,200 World Acceptance Corp shares in Q3 2021, an estimated $353K.
  • United Capital Financial Advisors first reported a position in World Acceptance Corp in Q4 2019 and held it in 7 quarters.
  • United Capital Financial Advisors's World Acceptance Corp position peaked at $795K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.