Captrust Financial Advisors Westwood Holdings Group Inc Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$13.8 - $16.62 $38,640 - $46,536	2,800 Added 2187.5%	2,928 $40,000
Q1 2022 May 16, 2022	SELL	$14.75 - $20.0 $41,550 - $56,340	-2,817 Reduced 95.65%	128 $2,000
Q4 2021 Feb 14, 2022	SELL	$16.0 - $19.42 $19,840 - $24,080	-1,240 Reduced 29.63%	2,945 $50,000
Q3 2021 Nov 16, 2021	SELL	$18.93 - $26.87 $2,404 - $3,412	-127 Reduced 2.95%	4,185 $80,000
Q1 2021 May 17, 2021	BUY	$11.84 - $18.78 $17,902 - $28,395	1,512 Added 54.0%	4,312 $63,000

Q4 2020 Feb 16, 2021	BUY	$9.66 - $15.21 $27,048 - $42,588	2,800 New	2,800 $41,000

4.71M

100

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Ticker WHG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 8,413,220
Market Cap $101M
Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...

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