MCC
WMPN

Money Concepts Capital’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-400
Closed -$4.85K – 3019
2022
Q4 		$4.85K Buy
+400
New +$4.63K ﹤0.01% 2354
2022
Q2 		– Sell
-400
Closed -$5K – 2680
2022
Q1 		$5K Buy
+400
New +$5.03K ﹤0.01% 2226

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's WMPN Position: Q1 2023 in Review

Money Concepts Capital sold out of William Penn Bancorporation Common Stock (WMPN) in Q1 2023, closing a stake of 400 shares — an estimated $4.85K sold.

Money Concepts Capital first reported a position in WMPN in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 34 funds tracked by Wall St. Rank hold WMPN as of Q1 2023.

  • Money Concepts Capital reported no remaining William Penn Bancorporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 400 William Penn Bancorporation Common Stock shares in Q1 2023, an estimated $4.85K.
  • Money Concepts Capital first reported a position in William Penn Bancorporation Common Stock in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's William Penn Bancorporation Common Stock position peaked at $5K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.