KWM
WMPN

Kingsview Wealth Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Kingsview Wealth 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
Q4 		– Sell
-10,748
Closed -$132K – 1202
2024
Q3 		$132K Sell
10,748
-4,236
-28% -$50.1K ﹤0.01% 1060
2024
Q2 		$171K Buy
+14,984
New +$180K ﹤0.01% 1003

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 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
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Kingsview Wealth Management's WMPN Position: Q4 2024 in Review

Kingsview Wealth Management sold out of William Penn Bancorporation Common Stock (WMPN) in Q4 2024, closing a stake of 10,748 shares — an estimated $132K sold.

Kingsview Wealth Management first reported a position in WMPN in Q2 2024 and held it in 2 quarters. The position peaked at $171K in Q2 2024. 36 funds tracked by Wall St. Rank hold WMPN as of Q4 2024.

  • Kingsview Wealth Management reported no remaining William Penn Bancorporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,748 William Penn Bancorporation Common Stock shares in Q4 2024, an estimated $132K.
  • Kingsview Wealth Management first reported a position in William Penn Bancorporation Common Stock in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's William Penn Bancorporation Common Stock position peaked at $171K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.