Freedom Wealth Alliance’s Waterstone Financial WSBF Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-54	Closed	-$931	–	444
2022 Q4	$931	Buy	+54	New	+$904	﹤0.01%	423

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

DIA

Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return

Freedom Wealth Alliance's WSBF Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Waterstone Financial (WSBF) in Q1 2023, closing a stake of 54 shares — an estimated $931 sold.

Freedom Wealth Alliance first reported a position in WSBF in Q4 2022 and held it in 1 quarter. The position peaked at $931 in Q4 2022. 101 funds tracked by Wall St. Rank hold WSBF as of Q1 2023.

Freedom Wealth Alliance reported no remaining Waterstone Financial position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 54 Waterstone Financial shares in Q1 2023, an estimated $931.
Freedom Wealth Alliance first reported a position in Waterstone Financial in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Waterstone Financial position peaked at $931 in Q4 2022.
101 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.