AIS
WVFC

Accurate Investment Solutions’s WVS Financial Corp WVFC Stock Holding History

Accurate Investment Solutions’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$1K – 439
2020
Q1 		$1K Hold
100
– – ﹤0.01% 419
2019
Q4 		$2K Hold
100
– – ﹤0.01% 398
2019
Q3 		$2K Hold
100
– – ﹤0.01% 335
2019
Q2 		$2K Hold
100
– – ﹤0.01% 358
2019
Q1 		$2K Hold
100
– – ﹤0.01% 330
2018
Q4 		$1K Hold
100
– – ﹤0.01% 327
2018
Q3 		$2K Hold
100
– – ﹤0.01% 335
2018
Q2 		$2K Sell
100
-200
-67% -$3.23K ﹤0.01% 437
2018
Q1 		$5K Hold
300
– – ﹤0.01% 338
2017
Q4 		$5K Hold
300
– – ﹤0.01% 330
2017
Q3 		$5K Hold
300
– – ﹤0.01% 327
2017
Q2 		$5K Buy
300
+200
+200% +$3.06K ﹤0.01% 255
2017
Q1 		$1K Hold
100
– – ﹤0.01% 301
2016
Q4 		$1K Hold
100
– – ﹤0.01% 303
2016
Q3 		$1K Hold
100
– – ﹤0.01% 296
2016
Q2 		$1K Hold
100
– – ﹤0.01% 297
2016
Q1 		$1K Hold
100
– – ﹤0.01% 376
2015
Q4 		$1K Buy
+100
New +$1.19K ﹤0.01% 310

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accurate Investment Solutions's WVFC Position: Q2 2020 in Review

Accurate Investment Solutions sold out of WVS Financial Corp (WVFC) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in WVFC in Q4 2015 and held it in 18 quarters. The position peaked at $5K in Q1 2018. 12 funds tracked by Wall St. Rank hold WVFC as of Q2 2020.

  • Accurate Investment Solutions reported no remaining WVS Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 100 WVS Financial Corp shares in Q2 2020, an estimated $1K.
  • Accurate Investment Solutions first reported a position in WVS Financial Corp in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's WVS Financial Corp position peaked at $5K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.