OSAM
WMPN

O'Shaughnessy Asset Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

O'Shaughnessy Asset Management’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
2021
Q4 		– Sell
-103
Closed -$1K – 2572
2021
Q3 		$1K Buy
+103
New +$1.25K ﹤0.01% 2662

Other funds holding WMPN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 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
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's WMPN Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of William Penn Bancorporation Common Stock (WMPN) in Q4 2021, closing a stake of 103 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in WMPN in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 31 funds tracked by Wall St. Rank hold WMPN as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining William Penn Bancorporation Common Stock position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 103 William Penn Bancorporation Common Stock shares in Q4 2021, an estimated $1K.
  • O'Shaughnessy Asset Management first reported a position in William Penn Bancorporation Common Stock in Q3 2021 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's William Penn Bancorporation Common Stock position peaked at $1K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.