AXS Investments’s WSFS Financial WSFS Stock Holding History

AXS Investments’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 Q3	–	Sell	-18,294	Closed	-$860K	–	253
2024 Q2	$860K	Buy	+18,294	New	+$810K	0.24%	173

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AXS Investments's WSFS Position: Q3 2024 in Review

AXS Investments sold out of WSFS Financial (WSFS) in Q3 2024, closing a stake of 18,294 shares — an estimated $860K sold.

AXS Investments first reported a position in WSFS in Q2 2024 and held it in 1 quarter. The position peaked at $860K in Q2 2024. 264 funds tracked by Wall St. Rank hold WSFS as of Q3 2024.

AXS Investments reported no remaining WSFS Financial position as of Q3 2024 after selling out during the quarter.
AXS Investments sold 18,294 WSFS Financial shares in Q3 2024, an estimated $860K.
AXS Investments first reported a position in WSFS Financial in Q2 2024 and held it in 1 quarter.
AXS Investments's WSFS Financial position peaked at $860K in Q2 2024.
264 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2024.

Based on AXS Investments's 13F filing for Q3 2024, filed 13 Nov 2024.