KIG
WSBF icon

Kowal Investment Group’s Waterstone Financial WSBF Stock Holding History

Kowal Investment Group’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
-2,832
Closed -$58K – 951
2021
Q3 		$58K Buy
+2,832
New +$56.3K 0.02% 226

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
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

Kowal Investment Group's WSBF Position: Q4 2021 in Review

Kowal Investment Group sold out of Waterstone Financial (WSBF) in Q4 2021, closing a stake of 2,832 shares — an estimated $58K sold.

Kowal Investment Group first reported a position in WSBF in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 110 funds tracked by Wall St. Rank hold WSBF as of Q4 2021.

  • Kowal Investment Group reported no remaining Waterstone Financial position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,832 Waterstone Financial shares in Q4 2021, an estimated $58K.
  • Kowal Investment Group first reported a position in Waterstone Financial in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Waterstone Financial position peaked at $58K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.