Wealthspire Advisors (Maryland)’s Worthington Enterprises WOR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-78	Closed	-$2K	–	2051
2019 Q1	$2K	Buy	+78	New	+$1.79K	﹤0.01%	2221
2018 Q2	–	Sell	-13	Closed	–	–	2597
2018 Q1	$0	Sell	13 -15	-54%	-$421	﹤0.01%	2661
2017 Q4	$1K	Buy	28 +15	+115%	+$401	﹤0.01%	2353
2017 Q3	$0	Hold	13	–	–	﹤0.01%	2485
2017 Q2	$0	Sell	13 -8	-38%	-$215	﹤0.01%	2290
2017 Q1	$1K	Buy	21 +8	+62%	+$241	﹤0.01%	1852
2016 Q4	$0	Hold	13	–	–	﹤0.01%	1852
2016 Q3	$0	Hold	13	–	–	﹤0.01%	1811
2016 Q2	$0	Hold	13	–	–	﹤0.01%	1816
2016 Q1	$0	Hold	13	–	–	﹤0.01%	1851
2015 Q4	$0	Buy	+13	New	+$240	﹤0.01%	1777

Other funds holding WOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WOR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Worthington Enterprises (WOR) in Q2 2019, closing a stake of 78 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in WOR in Q4 2015 and held it in 11 quarters. The position peaked at $2K in Q1 2019. 202 funds tracked by Wall St. Rank hold WOR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Worthington Enterprises position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 78 Worthington Enterprises shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Worthington Enterprises in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Worthington Enterprises position peaked at $2K in Q1 2019.
202 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.