AWM
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Avior Wealth Management’s WSFS Financial WSFS Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-13
Closed -$586 – 3744
2024
Q1 		$586 Buy
+13
New +$566 ﹤0.01% 2529

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's WSFS Position: Q2 2024 in Review

Avior Wealth Management sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 13 shares — an estimated $586 sold.

Avior Wealth Management first reported a position in WSFS in Q1 2024 and held it in 1 quarter. The position peaked at $586 in Q1 2024. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • Avior Wealth Management reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 13 WSFS Financial shares in Q2 2024, an estimated $586.
  • Avior Wealth Management first reported a position in WSFS Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's WSFS Financial position peaked at $586 in Q1 2024.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.