AlphaSimPlex Group’s Waterstone Financial WSBF Stock Holding History

AlphaSimPlex Group’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,298	Closed	-$257K	–	86
2022 Q1	$257K	Sell	13,298 -4,928	-27%	-$99.5K	0.94%	41
2021 Q4	$398K	Buy	+18,226	New	+$386K	0.68%	43
2020 Q1	–	Sell	-29,266	Closed	-$557K	–	245
2019 Q4	$557K	Buy	+29,266	New	+$539K	0.21%	146

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AlphaSimPlex Group's WSBF Position: Q2 2022 in Review

AlphaSimPlex Group sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 13,298 shares — an estimated $257K sold.

AlphaSimPlex Group first reported a position in WSBF in Q4 2019 and held it in 3 quarters. The position peaked at $557K in Q4 2019. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

AlphaSimPlex Group reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
AlphaSimPlex Group sold 13,298 Waterstone Financial shares in Q2 2022, an estimated $257K.
AlphaSimPlex Group first reported a position in Waterstone Financial in Q4 2019 and held it in 3 quarters.
AlphaSimPlex Group's Waterstone Financial position peaked at $557K in Q4 2019.
97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on AlphaSimPlex Group's 13F filing for Q2 2022, filed 10 Aug 2022.