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Belpointe Asset Management’s WSFS Financial WSFS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-75
Closed -$2.82K – 3391
2023
Q1 		$2.82K Sell
75
-325
-81% -$14.9K ﹤0.01% 3213
2022
Q4 		$18.1K Buy
+400
New +$18.8K ﹤0.01% 2254

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Belpointe Asset Management's WSFS Position: Q2 2023 in Review

Belpointe Asset Management sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 75 shares — an estimated $2.82K sold.

Belpointe Asset Management first reported a position in WSFS in Q4 2022 and held it in 2 quarters. The position peaked at $18.1K in Q4 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • Belpointe Asset Management reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 75 WSFS Financial shares in Q2 2023, an estimated $2.82K.
  • Belpointe Asset Management first reported a position in WSFS Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's WSFS Financial position peaked at $18.1K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.