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Wealthcare Advisory Partners’s Worthington Enterprises WOR Stock Holding History

Wealthcare Advisory Partners’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-57
Closed -$2K – 1878
2021
Q1 		$2K Buy
+57
New +$2.18K ﹤0.01% 1929

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Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's WOR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Worthington Enterprises (WOR) in Q2 2021, closing a stake of 57 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in WOR in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 246 funds tracked by Wall St. Rank hold WOR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Worthington Enterprises position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 57 Worthington Enterprises shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Worthington Enterprises in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Worthington Enterprises position peaked at $2K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.