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Voisard Asset Management Group’s Waterstone Financial WSBF Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-31
Closed -$456 – 679
2024
Q3 		$456 Buy
+31
New +$448 ﹤0.01% 612

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Vanguard Group
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RIP
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State Street
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voisard Asset Management Group's WSBF Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Waterstone Financial (WSBF) in Q4 2024, closing a stake of 31 shares — an estimated $456 sold.

Voisard Asset Management Group first reported a position in WSBF in Q3 2024 and held it in 1 quarter. The position peaked at $456 in Q3 2024. 92 funds tracked by Wall St. Rank hold WSBF as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Waterstone Financial position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 31 Waterstone Financial shares in Q4 2024, an estimated $456.
  • Voisard Asset Management Group first reported a position in Waterstone Financial in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Waterstone Financial position peaked at $456 in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.