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AlphaMark Advisors’s WSFS Financial WSFS Stock Holding History

AlphaMark Advisors’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
2024
Q4 		– Sell
-6,470
Closed -$330K – 739
2024
Q3 		$330K Sell
6,470
-539
-8% -$27.9K 0.11% 166
2024
Q2 		$329K Buy
+7,009
New +$310K 0.11% 133
2024
Q1 		– Sell
-6,602
Closed -$303K – 826
2023
Q4 		$303K Buy
+6,602
New +$259K 0.12% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

AlphaMark Advisors's WSFS Position: Q4 2024 in Review

AlphaMark Advisors sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 6,470 shares — an estimated $330K sold.

AlphaMark Advisors first reported a position in WSFS in Q4 2023 and held it in 3 quarters. The position peaked at $330K in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • AlphaMark Advisors reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 6,470 WSFS Financial shares in Q4 2024, an estimated $330K.
  • AlphaMark Advisors first reported a position in WSFS Financial in Q4 2023 and held it in 3 quarters.
  • AlphaMark Advisors's WSFS Financial position peaked at $330K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.