Wells Fargo
WMPN

Wells Fargo’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-64
Closed -$790 – 7589
2024
Q1 		$790 Sell
64
-2
-3% -$24 ﹤0.01% 6202
2023
Q4 		$806 Sell
66
-11
-14% -$135 ﹤0.01% 6277
2023
Q3 		$961 Sell
77
-3
-4% -$35 ﹤0.01% 6214
2023
Q2 		$812 Sell
80
-5
-6% -$50 ﹤0.01% 6375
2023
Q1 		$963 Hold
85
– – ﹤0.01% 6393
2022
Q4 		$1.03K Sell
85
-1
-1% -$12 ﹤0.01% 6180
2022
Q3 		$1K Buy
86
+11
+15% +$126 ﹤0.01% 6497
2022
Q2 		$1K Buy
75
+5
+7% +$60 ﹤0.01% 6649
2022
Q1 		$1K Hold
70
– – ﹤0.01% 6885
2021
Q4 		$1K Hold
70
– – ﹤0.01% 7097
2021
Q3 		$1K Sell
70
-3
-4% -$36 ﹤0.01% 6824
2021
Q2 		$1K Buy
+73
New +$838 ﹤0.01% 6766

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
DC
Dryden Capital Miami, Florida $58.9M AUM 8.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo's WMPN Position: Q2 2024 in Review

Wells Fargo sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2024, closing a stake of 64 shares — an estimated $790 sold.

Wells Fargo first reported a position in WMPN in Q2 2021 and held it in 12 quarters. The position peaked at $1.03K in Q4 2022. 31 funds tracked by Wall St. Rank hold WMPN as of Q2 2024.

  • Wells Fargo reported no remaining William Penn Bancorporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 64 William Penn Bancorporation Common Stock shares in Q2 2024, an estimated $790.
  • Wells Fargo first reported a position in William Penn Bancorporation Common Stock in Q2 2021 and held it in 12 quarters.
  • Wells Fargo's William Penn Bancorporation Common Stock position peaked at $1.03K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.