Steward Partners Investment Advisory’s Waterstone Financial WSBF Stock Holding History

Steward Partners Investment Advisory’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
2022 Q2	–	Sell	-1,200	Closed	-$23K	–	3391
2022 Q1	$23K	Sell	1,200 -200	-14%	-$4.04K	﹤0.01%	2304
2021 Q4	$31K	Sell	1,400 -150	-10%	-$3.17K	﹤0.01%	2128
2021 Q3	$32K	Buy	1,550 +100	+7%	+$1.99K	﹤0.01%	2106
2021 Q2	$29K	Hold	1,450	–	–	﹤0.01%	4319
2021 Q1	$29.6K	Sell	1,450 -150	-9%	-$2.96K	﹤0.01%	2274
2020 Q4	$30K	Buy	+1,600	New	+$28K	﹤0.01%	1911

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Steward Partners Investment Advisory's WSBF Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 1,200 shares — an estimated $23K sold.

Steward Partners Investment Advisory first reported a position in WSBF in Q4 2020 and held it in 6 quarters. The position peaked at $32K in Q3 2021. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,200 Waterstone Financial shares in Q2 2022, an estimated $23K.
Steward Partners Investment Advisory first reported a position in Waterstone Financial in Q4 2020 and held it in 6 quarters.
Steward Partners Investment Advisory's Waterstone Financial position peaked at $32K in Q3 2021.
97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.