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Venturi Wealth Management’s World Acceptance Corp WRLD Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-47
Closed -$5.55K – 2069
2024
Q3 		$5.55K Buy
+47
New +$5.66K ﹤0.01% 1360

Other funds holding WRLD

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venturi Wealth Management's WRLD Position: Q4 2024 in Review

Venturi Wealth Management sold out of World Acceptance Corp (WRLD) in Q4 2024, closing a stake of 47 shares — an estimated $5.55K sold.

Venturi Wealth Management first reported a position in WRLD in Q3 2024 and held it in 1 quarter. The position peaked at $5.55K in Q3 2024. 139 funds tracked by Wall St. Rank hold WRLD as of Q4 2024.

  • Venturi Wealth Management reported no remaining World Acceptance Corp position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 47 World Acceptance Corp shares in Q4 2024, an estimated $5.55K.
  • Venturi Wealth Management first reported a position in World Acceptance Corp in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's World Acceptance Corp position peaked at $5.55K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.