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IAG Wealth Partners’s Waterstone Financial WSBF Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-549
Closed -$11K – 487
2022
Q1 		$11K Hold
549
– – ﹤0.01% 293
2021
Q4 		$12K Hold
549
– – ﹤0.01% 283
2021
Q3 		$12K Hold
549
– – ﹤0.01% 253
2021
Q2 		$11K Buy
+549
New +$11K ﹤0.01% 258
2020
Q3 		– Sell
-1,207
Closed -$18K – 436
2020
Q2 		$18K Hold
1,207
– – 0.01% 171
2020
Q1 		$18K Hold
1,207
– – 0.01% 158
2019
Q4 		$23K Buy
+1,207
New +$22.2K 0.02% 167

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IAG Wealth Partners's WSBF Position: Q2 2022 in Review

IAG Wealth Partners sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 549 shares — an estimated $11K sold.

IAG Wealth Partners first reported a position in WSBF in Q4 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2019. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

  • IAG Wealth Partners reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 549 Waterstone Financial shares in Q2 2022, an estimated $11K.
  • IAG Wealth Partners first reported a position in Waterstone Financial in Q4 2019 and held it in 7 quarters.
  • IAG Wealth Partners's Waterstone Financial position peaked at $23K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.