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Aperio Group’s WSFS Financial WSFS Stock Holding History

Aperio Group’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
2020
Q4 		$535K Sell
11,928
-41
-0.3% -$1.5K ﹤0.01% 1938
2020
Q3 		$323K Sell
11,969
-1,422
-11% -$40.1K ﹤0.01% 2041
2020
Q2 		$384K Buy
13,391
+4,589
+52% +$121K ﹤0.01% 1900
2020
Q1 		$219K Sell
8,802
-3,294
-27% -$119K ﹤0.01% 2065
2019
Q4 		$532K Sell
12,096
-45
-0.4% -$1.97K ﹤0.01% 1767
2019
Q3 		$535K Buy
12,141
+989
+9% +$41.6K ﹤0.01% 1723
2019
Q2 		$461K Sell
11,152
-1,156
-9% -$47.9K ﹤0.01% 1824
2019
Q1 		$475K Buy
12,308
+1,603
+15% +$66.7K ﹤0.01% 1777
2018
Q4 		$406K Sell
10,705
-77
-0.7% -$3.24K ﹤0.01% 1807
2018
Q3 		$508K Sell
10,782
-236
-2% -$12.1K ﹤0.01% 1755
2018
Q2 		$587K Buy
11,018
+689
+7% +$35.7K ﹤0.01% 1668
2018
Q1 		$495K Buy
10,329
+358
+4% +$17.7K ﹤0.01% 1694
2017
Q4 		$477K Buy
9,971
+3,198
+47% +$158K ﹤0.01% 1723
2017
Q3 		$330K Buy
6,773
+147
+2% +$6.63K ﹤0.01% 1868
2017
Q2 		$300K Buy
6,626
+707
+12% +$32.3K ﹤0.01% 1892
2017
Q1 		$272K Buy
5,919
+30
+0.5% +$1.36K ﹤0.01% 1867
2016
Q4 		$273K Buy
5,889
+400
+7% +$16.1K ﹤0.01% 1837
2016
Q3 		$200K Buy
+5,489
New +$198K ﹤0.01% 1940

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aperio Group's WSFS Position: Q4 2020 in Review

Aperio Group reduced its WSFS Financial (WSFS) stake by 0.34% in Q4 2020, selling an estimated $1.5K and leaving 11,928 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Aperio Group first reported a position in WSFS in Q3 2016 and has held it in 18 quarters since. The position peaked at $587K in Q2 2018. 167 funds tracked by Wall St. Rank hold WSFS as of Q4 2020.

  • Aperio Group held 11,928 shares of WSFS Financial worth $535K as of Q4 2020.
  • Aperio Group sold 41 WSFS Financial shares in Q4 2020, an estimated $1.5K.
  • WSFS Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1938 holding.
  • Aperio Group first reported a position in WSFS Financial in Q3 2016 and has held it in 18 quarters since.
  • Aperio Group's WSFS Financial position peaked at $587K in Q2 2018.
  • 167 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.