KCM
WMPN

Kennedy Capital Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Kennedy Capital Management’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
Q3 		– Sell
-37,719
Closed -$430K – 741
2024
Q2 		$430K Buy
+37,719
New +$453K 0.01% 644

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Kennedy Capital Management's WMPN Position: Q3 2024 in Review

Kennedy Capital Management sold out of William Penn Bancorporation Common Stock (WMPN) in Q3 2024, closing a stake of 37,719 shares — an estimated $430K sold.

Kennedy Capital Management first reported a position in WMPN in Q2 2024 and held it in 1 quarter. The position peaked at $430K in Q2 2024. 29 funds tracked by Wall St. Rank hold WMPN as of Q3 2024.

  • Kennedy Capital Management reported no remaining William Penn Bancorporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 37,719 William Penn Bancorporation Common Stock shares in Q3 2024, an estimated $430K.
  • Kennedy Capital Management first reported a position in William Penn Bancorporation Common Stock in Q2 2024 and held it in 1 quarter.
  • Kennedy Capital Management's William Penn Bancorporation Common Stock position peaked at $430K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.