CFM
WMPN

Catalyst Funds Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Catalyst Funds Management’s Portfolio WMPN Stock Details WMPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$8.64K – 1671
2024
Q1 		$8.64K Buy
+700
New +$8.56K ﹤0.01% 909

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
DC
Dryden Capital Miami, Florida $58.9M AUM 8.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Catalyst Funds Management's WMPN Position: Q2 2024 in Review

Catalyst Funds Management sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2024, closing a stake of 700 shares — an estimated $8.64K sold.

Catalyst Funds Management first reported a position in WMPN in Q1 2024 and held it in 1 quarter. The position peaked at $8.64K in Q1 2024. 31 funds tracked by Wall St. Rank hold WMPN as of Q2 2024.

  • Catalyst Funds Management reported no remaining William Penn Bancorporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 700 William Penn Bancorporation Common Stock shares in Q2 2024, an estimated $8.64K.
  • Catalyst Funds Management first reported a position in William Penn Bancorporation Common Stock in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's William Penn Bancorporation Common Stock position peaked at $8.64K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.