Ameriprise
WSBF icon

Ameriprise’s Waterstone Financial WSBF Stock Holding History

Ameriprise’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
2023
Q4 		– Sell
-13,791
Closed -$151K – 3988
2023
Q3 		$151K Sell
13,791
-34,600
-72% -$454K ﹤0.01% 3733
2023
Q2 		$701K Buy
48,391
+5,833
+14% +$83.3K ﹤0.01% 3310
2023
Q1 		$644K Buy
42,558
+5,156
+14% +$83.2K ﹤0.01% 3329
2022
Q4 		$645K Hold
37,402
– – ﹤0.01% 3310
2022
Q3 		$604K Buy
37,402
+2,802
+8% +$49.2K ﹤0.01% 3315
2022
Q2 		$590K Hold
34,600
– – ﹤0.01% 3335
2022
Q1 		$669K Buy
34,600
+9,300
+37% +$188K ﹤0.01% 3375
2021
Q4 		$553K Sell
25,300
-430
-2% -$9.1K ﹤0.01% 3484
2021
Q3 		$527K Buy
+25,730
New +$512K ﹤0.01% 3391
2020
Q4 		– Sell
-14,567
Closed -$225K – 3831
2020
Q3 		$225K Sell
14,567
-15,557
-52% -$233K ﹤0.01% 3508
2020
Q2 		$447K Sell
30,124
-13,280
-31% -$188K ﹤0.01% 3235
2020
Q1 		$632K Buy
43,404
+4,295
+11% +$72.9K ﹤0.01% 3028
2019
Q4 		$744K Buy
39,109
+100
+0.3% +$1.84K ﹤0.01% 3189
2019
Q3 		$670K Hold
39,009
– – ﹤0.01% 3191
2019
Q2 		$666K Buy
39,009
+18,400
+89% +$306K ﹤0.01% 3229
2019
Q1 		$339K Buy
+20,609
New +$342K ﹤0.01% 3406
2013
Q4 		– Sell
-504
Closed -$5K – 5430
2013
Q3 		$5K Hold
504
– – ﹤0.01% 5238
2013
Q2 		$5K Buy
+504
New +$3.89K ﹤0.01% 5146

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise's WSBF Position: Q4 2023 in Review

Ameriprise sold out of Waterstone Financial (WSBF) in Q4 2023, closing a stake of 13,791 shares — an estimated $151K sold.

Ameriprise first reported a position in WSBF in Q2 2013 and held it in 18 quarters. The position peaked at $744K in Q4 2019. 88 funds tracked by Wall St. Rank hold WSBF as of Q4 2023.

  • Ameriprise reported no remaining Waterstone Financial position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 13,791 Waterstone Financial shares in Q4 2023, an estimated $151K.
  • Ameriprise first reported a position in Waterstone Financial in Q2 2013 and held it in 18 quarters.
  • Ameriprise's Waterstone Financial position peaked at $744K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.