Amundi
WSFS icon

Amundi’s WSFS Financial WSFS Stock Holding History

Amundi’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
Q2 		– Sell
-10,636
Closed -$445K – 2062
2024
Q1 		$445K Buy
10,636
+2,740
+35% +$119K ﹤0.01% 1460
2023
Q4 		$352K Buy
7,896
+235
+3% +$9.22K ﹤0.01% 1500
2023
Q3 		$270K Sell
7,661
-196
-2% -$7.82K ﹤0.01% 1528
2023
Q2 		$304K Sell
7,857
-544
-6% -$19.3K ﹤0.01% 1498
2023
Q1 		$304K Buy
+8,401
New +$386K ﹤0.01% 1463

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi's WSFS Position: Q2 2024 in Review

Amundi sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 10,636 shares — an estimated $445K sold.

Amundi first reported a position in WSFS in Q1 2023 and held it in 5 quarters. The position peaked at $445K in Q1 2024. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • Amundi reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • Amundi sold 10,636 WSFS Financial shares in Q2 2024, an estimated $445K.
  • Amundi first reported a position in WSFS Financial in Q1 2023 and held it in 5 quarters.
  • Amundi's WSFS Financial position peaked at $445K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on Amundi's 13F filing for Q2 2024, filed 14 Aug 2024.