APA
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American Portfolios Advisors’s WSFS Financial WSFS Stock Holding History

American Portfolios 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
2022
Q3 		$4.41K Hold
95
– – ﹤0.01% 2871
2022
Q2 		$3.81K Hold
95
– – ﹤0.01% 2935
2022
Q1 		$4.43K Buy
+95
New +$4.92K ﹤0.01% 2987
2021
Q4 		– Sell
-68
Closed -$3.49K – 3601
2021
Q3 		$3.49K Hold
68
– – ﹤0.01% 2982
2021
Q2 		$3.17K Hold
68
– – ﹤0.01% 3006
2021
Q1 		$3.39K Hold
68
– – ﹤0.01% 2839
2020
Q4 		$3.05K Hold
68
– – ﹤0.01% 2591
2020
Q3 		$1.83K Buy
+68
New +$1.92K ﹤0.01% 2643

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's WSFS Position: Q3 2022 in Review

American Portfolios Advisors held its WSFS Financial (WSFS) position steady in Q3 2022 at 95 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

American Portfolios Advisors first reported a position in WSFS in Q3 2020 and has held it in 8 quarters since. The position peaked at $4.43K in Q1 2022. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • American Portfolios Advisors held 95 shares of WSFS Financial worth $4.41K as of Q3 2022.
  • American Portfolios Advisors left its WSFS Financial share count unchanged in Q3 2022.
  • WSFS Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2871 holding.
  • American Portfolios Advisors first reported a position in WSFS Financial in Q3 2020 and has held it in 8 quarters since.
  • American Portfolios Advisors's WSFS Financial position peaked at $4.43K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.