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Channel Wealth’s WidePoint Corp WYY Stock Holding History

Channel Wealth’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
Q3 		– Sell
-10,225
Closed -$19K – 198
2023
Q2 		$19K Sell
10,225
-11,630
-53% -$21.6K 0.01% 184
2023
Q1 		$39.6K Buy
+21,855
New +$43.9K 0.03% 201

Other funds holding WYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 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
PTP
Platform Technology Partners New York $519M AUM 20% 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

Channel Wealth's WYY Position: Q3 2023 in Review

Channel Wealth sold out of WidePoint Corp (WYY) in Q3 2023, closing a stake of 10,225 shares — an estimated $19K sold.

Channel Wealth first reported a position in WYY in Q1 2023 and held it in 2 quarters. The position peaked at $39.6K in Q1 2023. 26 funds tracked by Wall St. Rank hold WYY as of Q3 2023.

  • Channel Wealth reported no remaining WidePoint Corp position as of Q3 2023 after selling out during the quarter.
  • Channel Wealth sold 10,225 WidePoint Corp shares in Q3 2023, an estimated $19K.
  • Channel Wealth first reported a position in WidePoint Corp in Q1 2023 and held it in 2 quarters.
  • Channel Wealth's WidePoint Corp position peaked at $39.6K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2023.

Based on Channel Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.