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Avior Wealth Management’s Waterstone Financial WSBF Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-4
Closed -$48 – 3743
2024
Q1 		$48 Buy
+4
New +$51 ﹤0.01% 3481

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Avior Wealth Management's WSBF Position: Q2 2024 in Review

Avior Wealth Management sold out of Waterstone Financial (WSBF) in Q2 2024, closing a stake of 4 shares — an estimated $48 sold.

Avior Wealth Management first reported a position in WSBF in Q1 2024 and held it in 1 quarter. The position peaked at $48 in Q1 2024. 82 funds tracked by Wall St. Rank hold WSBF as of Q2 2024.

  • Avior Wealth Management reported no remaining Waterstone Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Waterstone Financial shares in Q2 2024, an estimated $48.
  • Avior Wealth Management first reported a position in Waterstone Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Waterstone Financial position peaked at $48 in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.