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Brandywine Oak Private Wealth’s WSFS Financial WSFS Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,596
Closed -$60K – 638
2018
Q4 		$60K Buy
+1,596
New +$67.2K 0.01% 342

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brandywine Oak Private Wealth's WSFS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of WSFS Financial (WSFS) in Q1 2019, closing a stake of 1,596 shares — an estimated $60K sold.

Brandywine Oak Private Wealth first reported a position in WSFS in Q4 2018 and held it in 1 quarter. The position peaked at $60K in Q4 2018. 190 funds tracked by Wall St. Rank hold WSFS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining WSFS Financial position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,596 WSFS Financial shares in Q1 2019, an estimated $60K.
  • Brandywine Oak Private Wealth first reported a position in WSFS Financial in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's WSFS Financial position peaked at $60K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.