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Carmichael Hill & Associates’s WSFS Financial WSFS Stock Holding History

Carmichael Hill & 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
Q4 		– Sell
-44
Closed -$1.61K – 819
2023
Q3 		$1.61K Hold
44
– – ﹤0.01% 710
2023
Q2 		$1.66K Hold
44
– – ﹤0.01% 711
2023
Q1 		$1.66K Hold
44
– – ﹤0.01% 704
2022
Q4 		$2K Hold
44
– – ﹤0.01% 686
2022
Q3 		$2K Hold
44
– – ﹤0.01% 754
2022
Q2 		$2K Buy
+44
New +$1.81K ﹤0.01% 735

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's WSFS Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of WSFS Financial (WSFS) in Q4 2023, closing a stake of 44 shares — an estimated $1.61K sold.

Carmichael Hill & Associates first reported a position in WSFS in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 242 funds tracked by Wall St. Rank hold WSFS as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining WSFS Financial position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 44 WSFS Financial shares in Q4 2023, an estimated $1.61K.
  • Carmichael Hill & Associates first reported a position in WSFS Financial in Q2 2022 and held it in 6 quarters.
  • Carmichael Hill & Associates's WSFS Financial position peaked at $2K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.