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Glassman Wealth Services’s Waterstone Financial WSBF Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-153
Closed -$2.17K – 1840
2023
Q4 		$2.17K Buy
+153
New +$1.81K ﹤0.01% 1327
2023
Q1 		– Sell
-38
Closed -$655 – 2003
2022
Q4 		$655 Buy
+38
New +$636 ﹤0.01% 1555

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Glassman Wealth Services's WSBF Position: Q1 2024 in Review

Glassman Wealth Services sold out of Waterstone Financial (WSBF) in Q1 2024, closing a stake of 153 shares — an estimated $2.17K sold.

Glassman Wealth Services first reported a position in WSBF in Q4 2022 and held it in 2 quarters. The position peaked at $2.17K in Q4 2023. 85 funds tracked by Wall St. Rank hold WSBF as of Q1 2024.

  • Glassman Wealth Services reported no remaining Waterstone Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 153 Waterstone Financial shares in Q1 2024, an estimated $2.17K.
  • Glassman Wealth Services first reported a position in Waterstone Financial in Q4 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Waterstone Financial position peaked at $2.17K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.