RWA
WVFC

River Wealth Advisors’s WVS Financial Corp WVFC Stock Holding History

River Wealth Advisors’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,900
Closed -$102K – 540
2018
Q4 		$102K Hold
6,900
– – 0.05% 186
2018
Q3 		$112K Hold
6,900
– – 0.04% 197
2018
Q2 		$114K Buy
+6,900
New +$112K 0.04% 191

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

River Wealth Advisors's WVFC Position: Q1 2019 in Review

River Wealth Advisors sold out of WVS Financial Corp (WVFC) in Q1 2019, closing a stake of 6,900 shares — an estimated $102K sold.

River Wealth Advisors first reported a position in WVFC in Q2 2018 and held it in 3 quarters. The position peaked at $114K in Q2 2018. 14 funds tracked by Wall St. Rank hold WVFC as of Q1 2019.

  • River Wealth Advisors reported no remaining WVS Financial Corp position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 6,900 WVS Financial Corp shares in Q1 2019, an estimated $102K.
  • River Wealth Advisors first reported a position in WVS Financial Corp in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's WVS Financial Corp position peaked at $114K in Q2 2018.
  • 14 funds tracked by Wall St. Rank held WVS Financial Corp as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.