Claris Advisors’s WSFS Financial WSFS Stock Holding History

Claris Advisors’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 Q4	–	Sell	-4	Closed	-$204	–	1175
2024 Q3	$204	Buy	+4	New	+$207	﹤0.01%	952

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Claris Advisors's WSFS Position: Q4 2024 in Review

Claris Advisors sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 4 shares — an estimated $204 sold.

Claris Advisors first reported a position in WSFS in Q3 2024 and held it in 1 quarter. The position peaked at $204 in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

Claris Advisors reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 WSFS Financial shares in Q4 2024, an estimated $204.
Claris Advisors first reported a position in WSFS Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's WSFS Financial position peaked at $204 in Q3 2024.
250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.