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Buckingham Strategic Wealth’s WSFS Financial WSFS Stock Holding History

Buckingham Strategic 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
2024
Q2 		$252K Hold
5,354
– – ﹤0.01% 645
2024
Q1 		$242K Buy
5,354
+7
+0.1% +$305 ﹤0.01% 653
2023
Q4 		$246K Buy
+5,347
New +$210K ﹤0.01% 628
2023
Q3 		– Sell
-5,439
Closed -$205K – 718
2023
Q2 		$205K Sell
5,439
-483
-8% -$17.2K ﹤0.01% 636
2023
Q1 		$269K Hold
5,922
– – ﹤0.01% 502
2022
Q4 		$269K Hold
5,922
– – ﹤0.01% 504
2022
Q3 		$275K Hold
5,922
– – 0.01% 487
2022
Q2 		$237K Hold
5,922
– – ﹤0.01% 521
2022
Q1 		$276K Buy
+5,922
New +$307K 0.01% 491

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's WSFS Position: Q2 2024 in Review

Buckingham Strategic Wealth held its WSFS Financial (WSFS) position steady in Q2 2024 at 5,354 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Buckingham Strategic Wealth first reported a position in WSFS in Q1 2022 and has held it in 9 quarters since. The position peaked at $276K in Q1 2022. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • Buckingham Strategic Wealth held 5,354 shares of WSFS Financial worth $252K as of Q2 2024.
  • Buckingham Strategic Wealth left its WSFS Financial share count unchanged in Q2 2024.
  • WSFS Financial made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #645 holding.
  • Buckingham Strategic Wealth first reported a position in WSFS Financial in Q1 2022 and has held it in 9 quarters since.
  • Buckingham Strategic Wealth's WSFS Financial position peaked at $276K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.