Creative Planning
WMPN

Creative Planning’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Creative Planning’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
2021
Q4 		– Sell
-22,273
Closed -$272K – 2234
2021
Q3 		$272K Buy
+22,273
New +$270K ﹤0.01% 1658

Other funds holding WMPN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WMPN Position: Q4 2021 in Review

Creative Planning sold out of William Penn Bancorporation Common Stock (WMPN) in Q4 2021, closing a stake of 22,273 shares — an estimated $272K sold.

Creative Planning first reported a position in WMPN in Q3 2021 and held it in 1 quarter. The position peaked at $272K in Q3 2021. 31 funds tracked by Wall St. Rank hold WMPN as of Q4 2021.

  • Creative Planning reported no remaining William Penn Bancorporation Common Stock position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 22,273 William Penn Bancorporation Common Stock shares in Q4 2021, an estimated $272K.
  • Creative Planning first reported a position in William Penn Bancorporation Common Stock in Q3 2021 and held it in 1 quarter.
  • Creative Planning's William Penn Bancorporation Common Stock position peaked at $272K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.