AS
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Altshuler Shaham’s Waterstone Financial WSBF Stock Holding History

Altshuler Shaham’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
-399
Closed -$8K – 569
2022
Q1 		$8K Buy
+399
New +$8.06K ﹤0.01% 471
2020
Q2 		– Sell
-2,297
Closed -$33K – 589
2020
Q1 		$33K Buy
+2,297
New +$39K ﹤0.01% 204

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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

Altshuler Shaham's WSBF Position: Q2 2022 in Review

Altshuler Shaham sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 399 shares — an estimated $8K sold.

Altshuler Shaham first reported a position in WSBF in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q1 2020. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

  • Altshuler Shaham reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
  • Altshuler Shaham sold 399 Waterstone Financial shares in Q2 2022, an estimated $8K.
  • Altshuler Shaham first reported a position in Waterstone Financial in Q1 2020 and held it in 2 quarters.
  • Altshuler Shaham's Waterstone Financial position peaked at $33K in Q1 2020.
  • 97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on Altshuler Shaham's 13F filing for Q2 2022, filed 10 Aug 2022.