WP
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WealthShield Partners’s Worthington Enterprises WOR Stock Holding History

WealthShield 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
-127
Closed -$5K – 1166
2021
Q1 		$5K Buy
+127
New +$4.85K ﹤0.01% 976

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State Street
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Dimensional Fund Advisors
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
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

WealthShield Partners's WOR Position: Q2 2021 in Review

WealthShield Partners sold out of Worthington Enterprises (WOR) in Q2 2021, closing a stake of 127 shares — an estimated $5K sold.

WealthShield Partners first reported a position in WOR in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 246 funds tracked by Wall St. Rank hold WOR as of Q2 2021.

  • WealthShield Partners reported no remaining Worthington Enterprises position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 127 Worthington Enterprises shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Worthington Enterprises in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Worthington Enterprises position peaked at $5K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.