Truist Financial
WSBF icon

Truist Financial’s Waterstone Financial WSBF Stock Holding History

Truist Financial’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
-17,897
Closed -$346K – 2791
2022
Q1 		$346K Hold
17,897
– – ﹤0.01% 2220
2021
Q4 		$391K Hold
17,897
– – ﹤0.01% 2173
2021
Q3 		$367K Sell
17,897
-5,428
-23% -$108K ﹤0.01% 2207
2021
Q2 		$459K Buy
23,325
+10,839
+87% +$218K ﹤0.01% 2111
2021
Q1 		$255K Buy
+12,486
New +$247K ﹤0.01% 2387

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State Street
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JCP
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Geode Capital Management
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Truist Financial's WSBF Position: Q2 2022 in Review

Truist Financial sold out of Waterstone Financial (WSBF) in Q2 2022, closing a stake of 17,897 shares — an estimated $346K sold.

Truist Financial first reported a position in WSBF in Q1 2021 and held it in 5 quarters. The position peaked at $459K in Q2 2021. 97 funds tracked by Wall St. Rank hold WSBF as of Q2 2022.

  • Truist Financial reported no remaining Waterstone Financial position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 17,897 Waterstone Financial shares in Q2 2022, an estimated $346K.
  • Truist Financial first reported a position in Waterstone Financial in Q1 2021 and held it in 5 quarters.
  • Truist Financial's Waterstone Financial position peaked at $459K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.