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Arlington Partners’s WSFS Financial WSFS Stock Holding History

Arlington Partners’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
Q2 		– Sell
-194
Closed -$9K – 504
2022
Q1 		$9K Hold
194
– – ﹤0.01% 391
2021
Q4 		$10K Hold
194
– – ﹤0.01% 483
2021
Q3 		$10K Hold
194
– – ﹤0.01% 357
2021
Q2 		$9K Sell
194
-259
-57% -$13.2K ﹤0.01% 269
2021
Q1 		$23K Buy
+453
New +$21.8K 0.01% 296

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T. Rowe Price Associates
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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CB
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Arlington Partners's WSFS Position: Q2 2022 in Review

Arlington Partners sold out of WSFS Financial (WSFS) in Q2 2022, closing a stake of 194 shares — an estimated $9K sold.

Arlington Partners first reported a position in WSFS in Q1 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 233 funds tracked by Wall St. Rank hold WSFS as of Q2 2022.

  • Arlington Partners reported no remaining WSFS Financial position as of Q2 2022 after selling out during the quarter.
  • Arlington Partners sold 194 WSFS Financial shares in Q2 2022, an estimated $9K.
  • Arlington Partners first reported a position in WSFS Financial in Q1 2021 and held it in 5 quarters.
  • Arlington Partners's WSFS Financial position peaked at $23K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2022.

Based on Arlington Partners's 13F filing for Q2 2022, filed 25 Jul 2022.