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Amalgamated Financial’s WSFS Financial WSFS Stock Holding History

Amalgamated Financial’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
Q1 		$1.37M Buy
+29,438
New +$1.53M 0.01% 1055

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's WSFS Position: Q1 2022 in Review

Amalgamated Financial opened a new position in WSFS Financial (WSFS) in Q1 2022: 29,438 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #1055 among its holdings.

231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

  • Amalgamated Financial held 29,438 shares of WSFS Financial worth $1.37M as of Q1 2022.
  • WSFS Financial was a new Amalgamated Financial position in Q1 2022.
  • WSFS Financial made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1055 holding.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.