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Bartlett & Co’s WidePoint Corp WYY Stock Holding History

Bartlett & Co’s Portfolio WYY Stock Details WYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$26K Hold
11,825
– – ﹤0.01% 827
2023
Q3 		$20K Hold
11,825
– – ﹤0.01% 826
2023
Q2 		$22K Hold
11,825
– – ﹤0.01% 808
2023
Q1 		$21K Hold
11,825
– – ﹤0.01% 705
2022
Q4 		$22K Hold
11,825
– – ﹤0.01% 708
2022
Q3 		$25K Hold
11,825
– – ﹤0.01% 671
2022
Q2 		$28K Hold
11,825
– – ﹤0.01% 678
2022
Q1 		$45K Buy
+11,825
New +$48K ﹤0.01% 596

Other funds holding WYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Bartlett & Co's WYY Position: Q4 2023 in Review

Bartlett & Co held its WidePoint Corp (WYY) position steady in Q4 2023 at 11,825 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Bartlett & Co first reported a position in WYY in Q1 2022 and has held it in 8 quarters since. The position peaked at $45K in Q1 2022. 27 funds tracked by Wall St. Rank hold WYY as of Q4 2023.

  • Bartlett & Co held 11,825 shares of WidePoint Corp worth $26K as of Q4 2023.
  • Bartlett & Co left its WidePoint Corp share count unchanged in Q4 2023.
  • WidePoint Corp made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #827 holding.
  • Bartlett & Co first reported a position in WidePoint Corp in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's WidePoint Corp position peaked at $45K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held WidePoint Corp as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.