BZWA
WYY icon

Blue Zone Wealth Advisors’s WidePoint Corp WYY Stock Holding History

Blue Zone Wealth Advisors’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
2020
Q4 		– Sell
-75,795
Closed -$379K – 79
2020
Q3 		$379K Buy
75,795
+22,000
+41% +$140K 0.21% 55
2020
Q2 		$374K Buy
+53,795
New +$288K 0.21% 53

Other funds holding WYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blue Zone Wealth Advisors's WYY Position: Q4 2020 in Review

Blue Zone Wealth Advisors sold out of WidePoint Corp (WYY) in Q4 2020, closing a stake of 75,795 shares — an estimated $379K sold.

Blue Zone Wealth Advisors first reported a position in WYY in Q2 2020 and held it in 2 quarters. The position peaked at $379K in Q3 2020. 27 funds tracked by Wall St. Rank hold WYY as of Q4 2020.

  • Blue Zone Wealth Advisors reported no remaining WidePoint Corp position as of Q4 2020 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 75,795 WidePoint Corp shares in Q4 2020, an estimated $379K.
  • Blue Zone Wealth Advisors first reported a position in WidePoint Corp in Q2 2020 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's WidePoint Corp position peaked at $379K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held WidePoint Corp as of Q4 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.