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Mark Sheptoff Financial Planning’s Waterstone Financial WSBF Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-300
Closed -$6K – 438
2021
Q1 		$6K Buy
+300
New +$5.93K ﹤0.01% 317

Other funds holding WSBF

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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's WSBF Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Waterstone Financial (WSBF) in Q2 2021, closing a stake of 300 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in WSBF in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 104 funds tracked by Wall St. Rank hold WSBF as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Waterstone Financial position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Waterstone Financial shares in Q2 2021, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in Waterstone Financial in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Waterstone Financial position peaked at $6K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.