Wellington Management Group
WMPN

Wellington Management Group’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Wellington Management Group’s Portfolio WMPN Stock Details WMPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,357
Closed -$140K – 2275
2021
Q1 		$140K Buy
+12,357
New +$141K ﹤0.01% 2068

Other funds holding WMPN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's WMPN Position: Q2 2021 in Review

Wellington Management Group sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2021, closing a stake of 12,357 shares — an estimated $140K sold.

Wellington Management Group first reported a position in WMPN in Q1 2021 and held it in 1 quarter. The position peaked at $140K in Q1 2021. 27 funds tracked by Wall St. Rank hold WMPN as of Q2 2021.

  • Wellington Management Group reported no remaining William Penn Bancorporation Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wellington Management Group sold 12,357 William Penn Bancorporation Common Stock shares in Q2 2021, an estimated $140K.
  • Wellington Management Group first reported a position in William Penn Bancorporation Common Stock in Q1 2021 and held it in 1 quarter.
  • Wellington Management Group's William Penn Bancorporation Common Stock position peaked at $140K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2021.

Based on Wellington Management Group's 13F filing for Q2 2021, filed 16 Aug 2021.