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Baldwin Wealth Partners’s WSFS Financial WSFS Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-30
Closed -$1.53K – 1046
2024
Q3 		$1.53K Buy
+30
New +$1.55K ﹤0.01% 978

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
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Baldwin Wealth Partners's WSFS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 30 shares — an estimated $1.53K sold.

Baldwin Wealth Partners first reported a position in WSFS in Q3 2024 and held it in 1 quarter. The position peaked at $1.53K in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 30 WSFS Financial shares in Q4 2024, an estimated $1.53K.
  • Baldwin Wealth Partners first reported a position in WSFS Financial in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WSFS Financial position peaked at $1.53K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.