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Braun-Bostich & Associates’s WSFS Financial WSFS Stock Holding History

Braun-Bostich & Associates’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
2022
Q1 		– Sell
-4,601
Closed -$253K – 148
2021
Q4 		$253K Buy
+4,601
New +$241K 0.06% 92

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Braun-Bostich & Associates's WSFS Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of WSFS Financial (WSFS) in Q1 2022, closing a stake of 4,601 shares — an estimated $253K sold.

Braun-Bostich & Associates first reported a position in WSFS in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining WSFS Financial position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,601 WSFS Financial shares in Q1 2022, an estimated $253K.
  • Braun-Bostich & Associates first reported a position in WSFS Financial in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's WSFS Financial position peaked at $253K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.