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JP Morgan Private Wealth Advisors’s Waterstone Financial WSBF Stock Holding History

JP Morgan Private Wealth Advisors’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
2021
Q4 		– Sell
-15,893
Closed -$326K – 2047
2021
Q3 		$326K Buy
+15,893
New +$316K ﹤0.01% 1666

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Vanguard Group
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MFP
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WSBF Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Waterstone Financial (WSBF) in Q4 2021, closing a stake of 15,893 shares — an estimated $326K sold.

JP Morgan Private Wealth Advisors first reported a position in WSBF in Q3 2021 and held it in 1 quarter. The position peaked at $326K in Q3 2021. 110 funds tracked by Wall St. Rank hold WSBF as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Waterstone Financial position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,893 Waterstone Financial shares in Q4 2021, an estimated $326K.
  • JP Morgan Private Wealth Advisors first reported a position in Waterstone Financial in Q3 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Waterstone Financial position peaked at $326K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.