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Berman Capital Advisors’s WSFS Financial WSFS Stock Holding History

Berman Capital Advisors’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
2020
Q3 		– Sell
-11
Closed – – 1790
2020
Q2 		$0 Sell
11
-14
-56% -$371 ﹤0.01% 1847
2020
Q1 		$0 Buy
25
+20
+400% +$723 ﹤0.01% 1693
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1557
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1595
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1592
2019
Q1 		$0 Buy
+5
New +$208 ﹤0.01% 1495

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's WSFS Position: Q3 2020 in Review

Berman Capital Advisors sold out of WSFS Financial (WSFS) in Q3 2020, closing a stake of 11 shares.

Berman Capital Advisors first reported a position in WSFS in Q1 2019 and held it in 6 quarters. The position peaked at $0 in Q2 2020. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

  • Berman Capital Advisors reported no remaining WSFS Financial position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 11 WSFS Financial shares in Q3 2020.
  • Berman Capital Advisors first reported a position in WSFS Financial in Q1 2019 and held it in 6 quarters.
  • Berman Capital Advisors's WSFS Financial position peaked at $0 in Q2 2020.
  • 154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.