AQR Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
15,870
+5,523
| +53% | +$304K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $537K | Buy |
10,347
+5,240
| +103% | +$272K | ﹤0.01% | 2395 |
|
|
2024
Q4 | $271K | Buy |
+5,107
| New | +$271K | ﹤0.01% | 2539 |
|
|
2023
Q3 | – | Sell |
-19,842
| Closed | -$748K | – | 2395 |
|
|
2023
Q2 | $748K | Buy |
+19,842
| New | +$748K | ﹤0.01% | 1673 |
|
|
2019
Q2 | – | Sell |
-15,474
| Closed | -$597K | – | 2195 |
|
|
2019
Q1 | $597K | Sell |
15,474
-2,904
| -16% | -$112K | ﹤0.01% | 1739 |
|
|
2018
Q4 | $697K | Sell |
18,378
-4,431
| -19% | -$168K | ﹤0.01% | 1644 |
|
|
2018
Q3 | $1.08M | Buy |
22,809
+1,355
| +6% | +$63.9K | ﹤0.01% | 1678 |
|
|
2018
Q2 | $1.14M | Hold |
21,454
| – | – | ﹤0.01% | 1662 |
|
|
2018
Q1 | $1.03M | Sell |
21,454
-7,627
| -26% | -$365K | ﹤0.01% | 1662 |
|
|
2017
Q4 | $1.39M | Sell |
29,081
-2,936
| -9% | -$141K | ﹤0.01% | 1535 |
|
|
2017
Q3 | $1.56M | Sell |
32,017
-149
| -0.5% | -$7.27K | ﹤0.01% | 1486 |
|
|
2017
Q2 | $1.46M | Hold |
32,166
| – | – | ﹤0.01% | 1524 |
|
|
2017
Q1 | $1.48M | Sell |
32,166
-6,172
| -16% | -$284K | ﹤0.01% | 1520 |
|
|
2016
Q4 | $1.78M | Sell |
38,338
-6
| -0% | -$278 | ﹤0.01% | 1468 |
|
|
2016
Q3 | $1.4M | Sell |
38,344
-1,819
| -5% | -$66.4K | ﹤0.01% | 1584 |
|
|
2016
Q2 | $1.29M | Sell |
40,163
-5,511
| -12% | -$177K | ﹤0.01% | 1509 |
|
|
2016
Q1 | $1.49M | Buy |
45,674
+31,279
| +217% | +$1.02M | ﹤0.01% | 1406 |
|
|
2015
Q4 | $466K | Sell |
14,395
-2,469
| -15% | -$79.9K | ﹤0.01% | 1901 |
|
|
2015
Q3 | $486K | Sell |
16,864
-2,288
| -12% | -$65.9K | ﹤0.01% | 1732 |
|
|
2015
Q2 | $524K | Buy |
19,152
+2,388
| +14% | +$65.3K | ﹤0.01% | 1758 |
|
|
2015
Q1 | $423K | Buy |
16,764
+4,500
| +37% | +$114K | ﹤0.01% | 1754 |
|
|
2014
Q4 | $314K | Sell |
12,264
-1,800
| -13% | -$46.1K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $336K | Hold |
14,064
| – | – | ﹤0.01% | 2121 |
|
|
2014
Q2 | $345K | Buy |
14,064
+4,500
| +47% | +$110K | ﹤0.01% | 2145 |
|
|
2014
Q1 | $228K | Buy |
9,564
+300
| +3% | +$7.15K | ﹤0.01% | 2382 |
|
|
2013
Q4 | $239K | Buy |
+9,264
| New | +$239K | ﹤0.01% | 2380 |
|