AXQ Capital’s WSFS Financial WSFS Stock Holding History

AXQ Capital’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 Q1	–	Sell	-4,700	Closed	-$216K	–	903
2023 Q4	$216K	Buy	+4,700	New	+$184K	0.06%	499

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AXQ Capital's WSFS Position: Q1 2024 in Review

AXQ Capital sold out of WSFS Financial (WSFS) in Q1 2024, closing a stake of 4,700 shares — an estimated $216K sold.

AXQ Capital first reported a position in WSFS in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.

AXQ Capital reported no remaining WSFS Financial position as of Q1 2024 after selling out during the quarter.
AXQ Capital sold 4,700 WSFS Financial shares in Q1 2024, an estimated $216K.
AXQ Capital first reported a position in WSFS Financial in Q4 2023 and held it in 1 quarter.
AXQ Capital's WSFS Financial position peaked at $216K in Q4 2023.
240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.

Based on AXQ Capital's 13F filing for Q1 2024, filed 14 May 2024.