Advisor Group’s WSFS Financial WSFS Stock Holding History

Advisor Group’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
2019 Q4	$3K	Sell	61 -414	-87%	-$18.1K	﹤0.01%	4893
2019 Q3	$20K	Sell	475 -396	-45%	-$16.7K	﹤0.01%	3974
2019 Q2	$36K	Buy	871 +223	+34%	+$9.24K	﹤0.01%	3586
2019 Q1	$25K	Sell	648 -150	-19%	-$6.24K	﹤0.01%	3868
2018 Q4	$30K	Buy	798 +209	+35%	+$8.8K	﹤0.01%	3539
2018 Q3	$28K	Buy	589 +552	+1,492%	+$28.4K	﹤0.01%	3682
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	4708
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	4722
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	4719
2017 Q3	$2K	Buy	+37	New	+$1.67K	﹤0.01%	4581
2016 Q3	–	Sell	-18	Closed	–	–	4629
2016 Q2	$0	Buy	+18	New	+$612	﹤0.01%	4516

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advisor Group's WSFS Position: Q4 2019 in Review

Advisor Group reduced its WSFS Financial (WSFS) stake by 87% in Q4 2019, selling an estimated $18.1K and leaving 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4893.

Advisor Group first reported a position in WSFS in Q2 2016 and has held it in 11 quarters since. The position peaked at $36K in Q2 2019. 178 funds tracked by Wall St. Rank hold WSFS as of Q4 2019.

Advisor Group held 61 shares of WSFS Financial worth $3K as of Q4 2019.
Advisor Group sold 414 WSFS Financial shares in Q4 2019, an estimated $18.1K.
WSFS Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4893 holding.
Advisor Group first reported a position in WSFS Financial in Q2 2016 and has held it in 11 quarters since.
Advisor Group's WSFS Financial position peaked at $36K in Q2 2019.
178 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.