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Absolute Capital Management’s WSFS Financial WSFS Stock Holding History

Absolute Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$233 – 515
2022
Q3 		$233 Buy
+5
New +$234 ﹤0.01% 525
2022
Q1 		– Sell
-5
Closed -$251 – 513
2021
Q4 		$251 Buy
+5
New +$262 ﹤0.01% 537

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Absolute Capital Management's WSFS Position: Q4 2022 in Review

Absolute Capital Management sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 5 shares — an estimated $233 sold.

Absolute Capital Management first reported a position in WSFS in Q4 2021 and held it in 2 quarters. The position peaked at $251 in Q4 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • Absolute Capital Management reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • Absolute Capital Management sold 5 WSFS Financial shares in Q4 2022, an estimated $233.
  • Absolute Capital Management first reported a position in WSFS Financial in Q4 2021 and held it in 2 quarters.
  • Absolute Capital Management's WSFS Financial position peaked at $251 in Q4 2021.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on Absolute Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.