LA
WMPN

Lynch & Associates’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Lynch & Associates’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
2022
Q2 		– Sell
-10,000
Closed -$128K – 103
2022
Q1 		$128K Hold
10,000
– – 0.03% 101
2021
Q4 		$121K Hold
10,000
– – 0.03% 102
2021
Q3 		$122K Hold
10,000
– – 0.03% 102
2021
Q2 		$119K Sell
10,000
-7,580
-43% -$87K 0.03% 99
2021
Q1 		$200K Buy
+17,580
New +$201K 0.05% 100

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
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Dryden Capital Miami, Florida $58.9M AUM 8.83% 1-Year Est. Return

Lynch & Associates's WMPN Position: Q2 2022 in Review

Lynch & Associates sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2022, closing a stake of 10,000 shares — an estimated $128K sold.

Lynch & Associates first reported a position in WMPN in Q1 2021 and held it in 5 quarters. The position peaked at $200K in Q1 2021. 26 funds tracked by Wall St. Rank hold WMPN as of Q2 2022.

  • Lynch & Associates reported no remaining William Penn Bancorporation Common Stock position as of Q2 2022 after selling out during the quarter.
  • Lynch & Associates sold 10,000 William Penn Bancorporation Common Stock shares in Q2 2022, an estimated $128K.
  • Lynch & Associates first reported a position in William Penn Bancorporation Common Stock in Q1 2021 and held it in 5 quarters.
  • Lynch & Associates's William Penn Bancorporation Common Stock position peaked at $200K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2022.

Based on Lynch & Associates's 13F filing for Q2 2022, filed 6 Jul 2022.