Wagner Wealth Management (South Carolina)’s World Acceptance Corp WRLD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-300	Closed	-$29K	–	696
2022 Q3	$29K	Hold	300	–	–	0.02%	262
2022 Q2	$34K	Buy	+300	New	+$47.2K	0.03%	247
2022 Q1	–	Sell	-300	Closed	-$74K	–	658
2021 Q4	$74K	Hold	300	–	–	0.06%	204
2021 Q3	$56K	Hold	300	–	–	0.04%	232
2021 Q2	$48K	Hold	300	–	–	0.03%	259
2021 Q1	$39K	Buy	+300	New	+$39.5K	0.03%	258
2018 Q3	$34K	Hold	300	–	–	0.02%	286
2018 Q2	$33K	Hold	300	–	–	0.02%	269
2018 Q1	$32K	Hold	300	–	–	0.02%	255
2017 Q4	$25K	Buy	+300	New	+$24.1K	0.02%	281

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TWS

Thomas W. Smith $101M AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WRLD Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of World Acceptance Corp (WRLD) in Q4 2022, closing a stake of 300 shares — an estimated $29K sold.

Wagner Wealth Management (South Carolina) first reported a position in WRLD in Q4 2017 and held it in 10 quarters. The position peaked at $74K in Q4 2021. 107 funds tracked by Wall St. Rank hold WRLD as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining World Acceptance Corp position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 300 World Acceptance Corp shares in Q4 2022, an estimated $29K.
Wagner Wealth Management (South Carolina) first reported a position in World Acceptance Corp in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s World Acceptance Corp position peaked at $74K in Q4 2021.
107 funds tracked by Wall St. Rank held World Acceptance Corp as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.