FP
WVFC

Fiduciary Planning’s WVS Financial Corp WVFC Stock Holding History

Fiduciary Planning’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-900
Closed -$14K – 287
2021
Q1 		$14K Sell
900
-100
-10% -$1.52K 0.02% 142
2020
Q4 		$14K Hold
1,000
– – 0.02% 134
2020
Q3 		$13K Buy
+1,000
New +$13.3K 0.02% 100

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Fiduciary Planning's WVFC Position: Q2 2021 in Review

Fiduciary Planning sold out of WVS Financial Corp (WVFC) in Q2 2021, closing a stake of 900 shares — an estimated $14K sold.

Fiduciary Planning first reported a position in WVFC in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 12 funds tracked by Wall St. Rank hold WVFC as of Q2 2021.

  • Fiduciary Planning reported no remaining WVS Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 900 WVS Financial Corp shares in Q2 2021, an estimated $14K.
  • Fiduciary Planning first reported a position in WVS Financial Corp in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's WVS Financial Corp position peaked at $14K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.