ACB
Aristotle Capital Boston’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
33,418
-6,309
| -16% | -$347K | 0.09% | 118 |
|
|
2025
Q1 | $2.06M | Sell |
39,727
-19,816
| -33% | -$1.03M | 0.1% | 117 |
|
|
2024
Q4 | $3.16M | Sell |
59,543
-3,941
| -6% | -$209K | 0.12% | 119 |
|
|
2024
Q3 | $3.24M | Sell |
63,484
-18,657
| -23% | -$951K | 0.11% | 120 |
|
|
2024
Q2 | $3.86M | Sell |
82,141
-20,878
| -20% | -$981K | 0.13% | 121 |
|
|
2024
Q1 | $4.65M | Sell |
103,019
-7,008
| -6% | -$316K | 0.14% | 121 |
|
|
2023
Q4 | $5.05M | Sell |
110,027
-15,980
| -13% | -$734K | 0.15% | 124 |
|
|
2023
Q3 | $4.6M | Sell |
126,007
-2,579
| -2% | -$94.1K | 0.15% | 128 |
|
|
2023
Q2 | $4.85M | Buy |
128,586
+6,360
| +5% | +$240K | 0.15% | 125 |
|
|
2023
Q1 | $4.6M | Buy |
122,226
+3,863
| +3% | +$145K | 0.14% | 128 |
|
|
2022
Q4 | $5.37M | Sell |
118,363
-4,334
| -4% | -$197K | 0.17% | 126 |
|
|
2022
Q3 | $5.7M | Sell |
122,697
-22,298
| -15% | -$1.04M | 0.19% | 124 |
|
|
2022
Q2 | $5.81M | Sell |
144,995
-2,490
| -2% | -$99.8K | 0.17% | 130 |
|
|
2022
Q1 | $6.88M | Buy |
147,485
+259
| +0.2% | +$12.1K | 0.17% | 129 |
|
|
2021
Q4 | $7.38M | Sell |
147,226
-8,577
| -6% | -$430K | 0.17% | 129 |
|
|
2021
Q3 | $7.99M | Buy |
155,803
+185
| +0.1% | +$9.49K | 0.19% | 129 |
|
|
2021
Q2 | $7.25M | Sell |
155,618
-3,837
| -2% | -$179K | 0.17% | 133 |
|
|
2021
Q1 | $7.94M | Sell |
159,455
-85,647
| -35% | -$4.26M | 0.18% | 130 |
|
|
2020
Q4 | $11M | Buy |
245,102
+1,129
| +0.5% | +$50.7K | 0.26% | 118 |
|
|
2020
Q3 | $6.58M | Buy |
243,973
+20,098
| +9% | +$542K | 0.19% | 122 |
|
|
2020
Q2 | $6.43M | Buy |
223,875
+17,794
| +9% | +$511K | 0.2% | 119 |
|
|
2020
Q1 | $5.14M | Sell |
206,081
-18,951
| -8% | -$472K | 0.22% | 112 |
|
|
2019
Q4 | $9.9M | Sell |
225,032
-8,237
| -4% | -$362K | 0.27% | 114 |
|
|
2019
Q3 | $10.3M | Buy |
233,269
+32,374
| +16% | +$1.43M | 0.3% | 111 |
|
|
2019
Q2 | $8.3M | Buy |
200,895
+6,813
| +4% | +$281K | 0.26% | 112 |
|
|
2019
Q1 | $7.49M | Buy |
+194,082
| New | +$7.49M | 0.25% | 114 |
|