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Advisor Partners II’s WSFS Financial WSFS Stock Holding History

Advisor Partners II’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
2023
Q3 		$314K Buy
+8,614
New +$344K 0.01% 929

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advisor Partners II's WSFS Position: Q3 2023 in Review

Advisor Partners II opened a new position in WSFS Financial (WSFS) in Q3 2023: 8,614 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings.

217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

  • Advisor Partners II held 8,614 shares of WSFS Financial worth $314K as of Q3 2023.
  • WSFS Financial was a new Advisor Partners II position in Q3 2023.
  • WSFS Financial made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #929 holding.
  • 217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.