Ownership history in WORLD EQUITY GROUP, INC. Β· 5 quarters on record
This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. reported a position in EXCHANGE LISTED FDS TR (AMOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WORLD EQUITY GROUP, INC. underperformed the S&P 500 by β6.2% annually on this AMOM position. Timing score: 50% (2/4 decisions correct). Average cost basis: $42.22. Maximum drawdown during holding period: β16.6%.
β Significantly underperformed the S&P 500 by 6.2% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $37.66 (2025 Q1) Β· Worst: $48.32 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size