CAAS
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Capital Asset Advisory Services’s WSFS Financial WSFS Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-339
Closed -$15K – 1511
2020
Q4 		$15K Buy
+339
New +$12.4K ﹤0.01% 973

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Capital Asset Advisory Services's WSFS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WSFS Financial (WSFS) in Q1 2021, closing a stake of 339 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in WSFS in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 188 funds tracked by Wall St. Rank hold WSFS as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining WSFS Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 339 WSFS Financial shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in WSFS Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's WSFS Financial position peaked at $15K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.