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C.M. Bidwell & Associates’s WSFS Financial WSFS Stock Holding History

C.M. Bidwell & 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
2023
Q1 		– Sell
-1,555
Closed -$70.5K – 570
2022
Q4 		$70.5K Sell
1,555
-185
-11% -$8.7K 0.06% 260
2022
Q3 		$81K Hold
1,740
– – 0.07% 243
2022
Q2 		$70K Buy
+1,740
New +$71.6K 0.06% 257

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

C.M. Bidwell & Associates's WSFS Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 1,555 shares — an estimated $70.5K sold.

C.M. Bidwell & Associates first reported a position in WSFS in Q2 2022 and held it in 3 quarters. The position peaked at $81K in Q3 2022. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • C.M. Bidwell & Associates reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,555 WSFS Financial shares in Q1 2023, an estimated $70.5K.
  • C.M. Bidwell & Associates first reported a position in WSFS Financial in Q2 2022 and held it in 3 quarters.
  • C.M. Bidwell & Associates's WSFS Financial position peaked at $81K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.