MilWealth Group’s Waterstone Financial WSBF Stock Holding History

MilWealth 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
2020 Q1	–	Sell	-109	Closed	-$2.07K	–	89
2019 Q4	$2.07K	Sell	109 -557	-84%	-$10.3K	﹤0.01%	66
2019 Q3	$11.4K	Hold	666	–	–	0.01%	47
2019 Q2	$11.4K	Hold	666	–	–	0.01%	45
2019 Q1	$11K	Hold	666	–	–	0.01%	48
2018 Q4	$11.2K	Buy	+666	New	+$11K	0.01%	50

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

MilWealth Group's WSBF Position: Q1 2020 in Review

MilWealth Group sold out of Waterstone Financial (WSBF) in Q1 2020, closing a stake of 109 shares — an estimated $2.07K sold.

MilWealth Group first reported a position in WSBF in Q4 2018 and held it in 5 quarters. The position peaked at $11.4K in Q3 2019. 104 funds tracked by Wall St. Rank hold WSBF as of Q1 2020.

MilWealth Group reported no remaining Waterstone Financial position as of Q1 2020 after selling out during the quarter.
MilWealth Group sold 109 Waterstone Financial shares in Q1 2020, an estimated $2.07K.
MilWealth Group first reported a position in Waterstone Financial in Q4 2018 and held it in 5 quarters.
MilWealth Group's Waterstone Financial position peaked at $11.4K in Q3 2019.
104 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2020.

Based on MilWealth Group's 13F filing for Q1 2020, filed 9 May 2023.