HF
WMPN

HRT Financial’s William Penn Bancorporation Common Stock WMPN Stock Holding History

HRT Financial’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
2024
Q1 		– Sell
-11,835
Closed -$144K – 3248
2023
Q4 		$144K Buy
+11,835
New +$145K ﹤0.01% 1845

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial's WMPN Position: Q1 2024 in Review

HRT Financial sold out of William Penn Bancorporation Common Stock (WMPN) in Q1 2024, closing a stake of 11,835 shares — an estimated $144K sold.

HRT Financial first reported a position in WMPN in Q4 2023 and held it in 1 quarter. The position peaked at $144K in Q4 2023. 32 funds tracked by Wall St. Rank hold WMPN as of Q1 2024.

  • HRT Financial reported no remaining William Penn Bancorporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • HRT Financial sold 11,835 William Penn Bancorporation Common Stock shares in Q1 2024, an estimated $144K.
  • HRT Financial first reported a position in William Penn Bancorporation Common Stock in Q4 2023 and held it in 1 quarter.
  • HRT Financial's William Penn Bancorporation Common Stock position peaked at $144K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q1 2024.

Based on HRT Financial's 13F filing for Q1 2024, filed 13 May 2024.