WWP
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WR Wealth Planners’s Worthington Enterprises WOR Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-5
Closed -$237 – 1213
2024
Q2 		$237 Hold
5
– – ﹤0.01% 1100
2024
Q1 		$311 Buy
+5
New +$298 ﹤0.01% 1111

Other funds holding WOR

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's WOR Position: Q3 2024 in Review

WR Wealth Planners sold out of Worthington Enterprises (WOR) in Q3 2024, closing a stake of 5 shares — an estimated $237 sold.

WR Wealth Planners first reported a position in WOR in Q1 2024 and held it in 2 quarters. The position peaked at $311 in Q1 2024. 252 funds tracked by Wall St. Rank hold WOR as of Q3 2024.

  • WR Wealth Planners reported no remaining Worthington Enterprises position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 5 Worthington Enterprises shares in Q3 2024, an estimated $237.
  • WR Wealth Planners first reported a position in Worthington Enterprises in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Worthington Enterprises position peaked at $311 in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.