Ellevest Inc’s Waterstone Financial WSBF Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-36	Closed	-$545	–	1644
2023 Q1	$545	Buy	+36	New	+$581	﹤0.01%	1670

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ellevest Inc's WSBF Position: Q2 2023 in Review

Ellevest Inc sold out of Waterstone Financial (WSBF) in Q2 2023, closing a stake of 36 shares — an estimated $545 sold.

Ellevest Inc first reported a position in WSBF in Q1 2023 and held it in 1 quarter. The position peaked at $545 in Q1 2023. 93 funds tracked by Wall St. Rank hold WSBF as of Q2 2023.

Ellevest Inc reported no remaining Waterstone Financial position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 36 Waterstone Financial shares in Q2 2023, an estimated $545.
Ellevest Inc first reported a position in Waterstone Financial in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Waterstone Financial position peaked at $545 in Q1 2023.
93 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.