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Blue Trust Inc’s WSFS Financial WSFS Stock Holding History

Blue Trust Inc’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
-42
Closed -$1.97K – 3016
2024
Q3 		$1.97K Buy
42
+33
+367% +$1.71K ﹤0.01% 2586
2024
Q2 		$406 Buy
+9
New +$398 ﹤0.01% 2626
2024
Q1 		– Sell
-67
Closed -$2K – 2740
2023
Q4 		$2K Buy
+67
New +$2.63K ﹤0.01% 2231

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Blue Trust Inc's WSFS Position: Q4 2024 in Review

Blue Trust Inc sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 42 shares — an estimated $1.97K sold.

Blue Trust Inc first reported a position in WSFS in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Blue Trust Inc reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 42 WSFS Financial shares in Q4 2024, an estimated $1.97K.
  • Blue Trust Inc first reported a position in WSFS Financial in Q4 2023 and held it in 3 quarters.
  • Blue Trust Inc's WSFS Financial position peaked at $2K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.