Bollard Group’s WSFS Financial WSFS Stock Holding History

Bollard Group’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 Q3	–	Sell	-198	Closed	-$7K	–	663
2023 Q2	$7K	Buy	+198	New	+$7.04K	﹤0.01%	357

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bollard Group's WSFS Position: Q3 2023 in Review

Bollard Group sold out of WSFS Financial (WSFS) in Q3 2023, closing a stake of 198 shares — an estimated $7K sold.

Bollard Group first reported a position in WSFS in Q2 2023 and held it in 1 quarter. The position peaked at $7K in Q2 2023. 217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

Bollard Group reported no remaining WSFS Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 198 WSFS Financial shares in Q3 2023, an estimated $7K.
Bollard Group first reported a position in WSFS Financial in Q2 2023 and held it in 1 quarter.
Bollard Group's WSFS Financial position peaked at $7K in Q2 2023.
217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.