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Aviance Capital Partners’s WSFS Financial WSFS Stock Holding History

Aviance Capital 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
2021
Q1 		– Sell
-9,684
Closed -$435K – 279
2020
Q4 		$435K Sell
9,684
-238
-2% -$8.73K 0.09% 192
2020
Q3 		$268K Buy
9,922
+789
+9% +$22.3K 0.06% 214
2020
Q2 		$262K Buy
+9,133
New +$242K 0.06% 210

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N
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Aviance Capital Partners's WSFS Position: Q1 2021 in Review

Aviance Capital Partners sold out of WSFS Financial (WSFS) in Q1 2021, closing a stake of 9,684 shares — an estimated $435K sold.

Aviance Capital Partners first reported a position in WSFS in Q2 2020 and held it in 3 quarters. The position peaked at $435K in Q4 2020. 188 funds tracked by Wall St. Rank hold WSFS as of Q1 2021.

  • Aviance Capital Partners reported no remaining WSFS Financial position as of Q1 2021 after selling out during the quarter.
  • Aviance Capital Partners sold 9,684 WSFS Financial shares in Q1 2021, an estimated $435K.
  • Aviance Capital Partners first reported a position in WSFS Financial in Q2 2020 and held it in 3 quarters.
  • Aviance Capital Partners's WSFS Financial position peaked at $435K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2021.

Based on Aviance Capital Partners's 13F filing for Q1 2021, filed 29 Apr 2021.