CIM
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CIM Investment Management’s WSFS Financial WSFS Stock Holding History

CIM Investment Management’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
-4,086
Closed -$205K – 304
2021
Q4 		$205K Hold
4,086
– – 0.06% 286
2021
Q3 		$210K Buy
+4,086
New +$184K 0.07% 279
2021
Q2 		– Sell
-4,086
Closed -$203K – 330
2021
Q1 		$203K Buy
+4,086
New +$197K 0.06% 288
2019
Q4 		– Sell
-6,303
Closed -$278K – 306
2019
Q3 		$278K Hold
6,303
– – 0.1% 249
2019
Q2 		$260K Buy
+6,303
New +$261K 0.1% 267

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
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

CIM Investment Management's WSFS Position: Q1 2022 in Review

CIM Investment Management sold out of WSFS Financial (WSFS) in Q1 2022, closing a stake of 4,086 shares — an estimated $205K sold.

CIM Investment Management first reported a position in WSFS in Q2 2019 and held it in 5 quarters. The position peaked at $278K in Q3 2019. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

  • CIM Investment Management reported no remaining WSFS Financial position as of Q1 2022 after selling out during the quarter.
  • CIM Investment Management sold 4,086 WSFS Financial shares in Q1 2022, an estimated $205K.
  • CIM Investment Management first reported a position in WSFS Financial in Q2 2019 and held it in 5 quarters.
  • CIM Investment Management's WSFS Financial position peaked at $278K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on CIM Investment Management's 13F filing for Q1 2022, filed 17 May 2022.