Rockefeller Capital Management
WSBF icon

Rockefeller Capital Management’s Waterstone Financial WSBF Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-178
Closed -$3K – 3900
2022
Q4 		$3K Sell
178
-533
-75% -$8.93K ﹤0.01% 3500
2022
Q3 		$11K Buy
+711
New +$12.5K ﹤0.01% 3060

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Rockefeller Capital Management's WSBF Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Waterstone Financial (WSBF) in Q1 2023, closing a stake of 178 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in WSBF in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 101 funds tracked by Wall St. Rank hold WSBF as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Waterstone Financial position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 178 Waterstone Financial shares in Q1 2023, an estimated $3K.
  • Rockefeller Capital Management first reported a position in Waterstone Financial in Q3 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's Waterstone Financial position peaked at $11K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.