ACM
WSFS icon

AlphaCrest Capital Management’s WSFS Financial WSFS Stock Holding History

AlphaCrest 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
-17,495
Closed -$813K – 1154
2022
Q3 		$813K Buy
17,495
+12,438
+246% +$581K 0.05% 744
2022
Q2 		$203K Sell
5,057
-12,069
-70% -$497K 0.01% 1206
2022
Q1 		$798K Sell
17,126
-18,072
-51% -$937K 0.04% 654
2021
Q4 		$1.76M Buy
35,198
+27,197
+340% +$1.42M 0.07% 493
2021
Q3 		$411K Sell
8,001
-25,594
-76% -$1.15M 0.02% 991
2021
Q2 		$1.56M Buy
33,595
+22,343
+199% +$1.14M 0.07% 464
2021
Q1 		$560K Buy
11,252
+4,961
+79% +$239K 0.03% 750
2020
Q4 		$282K Buy
+6,291
New +$231K 0.02% 943
2020
Q3 		– Sell
-10,100
Closed -$290K – 1210
2020
Q2 		$290K Buy
+10,100
New +$267K 0.05% 649
2020
Q1 		– Sell
-12,100
Closed -$532K – 1300
2019
Q4 		$532K Sell
12,100
-6,900
-36% -$302K 0.04% 749
2019
Q3 		$838K Buy
+19,000
New +$799K 0.05% 666

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

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

AlphaCrest Capital Management sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 17,495 shares — an estimated $813K sold.

AlphaCrest Capital Management first reported a position in WSFS in Q3 2019 and held it in 11 quarters. The position peaked at $1.76M in Q4 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • AlphaCrest Capital Management reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • AlphaCrest Capital Management sold 17,495 WSFS Financial shares in Q4 2022, an estimated $813K.
  • AlphaCrest Capital Management first reported a position in WSFS Financial in Q3 2019 and held it in 11 quarters.
  • AlphaCrest Capital Management's WSFS Financial position peaked at $1.76M in Q4 2021.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.