OPS
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Orion Portfolio Solutions’s Waterstone Financial WSBF Stock Holding History

Orion Portfolio Solutions’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
-2
Closed – – 2352
2019
Q4 		$0 Buy
+2
New +$37 ﹤0.01% 1967

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
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

Orion Portfolio Solutions's WSBF Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Waterstone Financial (WSBF) in Q1 2020, closing a stake of 2 shares.

Orion Portfolio Solutions first reported a position in WSBF in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 104 funds tracked by Wall St. Rank hold WSBF as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Waterstone Financial position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2 Waterstone Financial shares in Q1 2020.
  • Orion Portfolio Solutions first reported a position in Waterstone Financial in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Waterstone Financial position peaked at $0 in Q4 2019.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.