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BKM Wealth Management’s Waterstone Financial WSBF Stock Holding History

BKM 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
Q1 		– Sell
-2,000
Closed -$28.4K – 566
2023
Q4 		$28.4K Buy
+2,000
New +$23.6K 0.01% 328

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
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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BKM Wealth Management's WSBF Position: Q1 2024 in Review

BKM Wealth Management sold out of Waterstone Financial (WSBF) in Q1 2024, closing a stake of 2,000 shares — an estimated $28.4K sold.

BKM Wealth Management first reported a position in WSBF in Q4 2023 and held it in 1 quarter. The position peaked at $28.4K in Q4 2023. 85 funds tracked by Wall St. Rank hold WSBF as of Q1 2024.

  • BKM Wealth Management reported no remaining Waterstone Financial position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,000 Waterstone Financial shares in Q1 2024, an estimated $28.4K.
  • BKM Wealth Management first reported a position in Waterstone Financial in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Waterstone Financial position peaked at $28.4K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.