ClariVest Asset Management’s WSFS Financial WSFS Stock Holding History

ClariVest Asset 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
2024 Q3	$1.69K	Hold	36	–	–	﹤0.01%	542
2024 Q2	$1.69K	Sell	36 -31	-46%	-$1.37K	﹤0.01%	542
2024 Q1	$3.02K	Buy	67 +18	+37%	+$783	﹤0.01%	524
2023 Q4	$2.25K	Hold	49	–	–	﹤0.01%	537
2023 Q3	$2K	Sell	49 -32	-40%	-$1.28K	﹤0.01%	540
2023 Q2	$3K	Buy	81 +50	+161%	+$1.78K	﹤0.01%	485
2023 Q1	$1K	Hold	31	–	–	﹤0.01%	705
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	675
2022 Q3	$1K	Buy	+31	New	+$1.45K	﹤0.01%	660
2015 Q3	–	Sell	-6,300	Closed	-$172K	–	657
2015 Q2	$172K	Hold	6,300	–	–	0.01%	421
2015 Q1	$159K	Hold	6,300	–	–	﹤0.01%	422
2014 Q4	$161K	Sell	6,300 -6,039	-49%	-$152K	0.01%	372
2014 Q3	$295K	Sell	12,339 -24,321	-66%	-$588K	0.01%	320
2014 Q2	$900K	Sell	36,660 -26,118	-42%	-$606K	0.03%	237
2014 Q1	$1.49M	Sell	62,778 -30,348	-33%	-$731K	0.06%	194
2013 Q4	$2.41M	Buy	93,126 +87,399	+1,526%	+$2.04M	0.1%	149
2013 Q3	$115K	Buy	+5,727	New	+$115K	0.01%	401

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClariVest Asset Management's WSFS Position: Q3 2024 in Review

ClariVest Asset Management held its WSFS Financial (WSFS) position steady in Q3 2024 at 36 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

ClariVest Asset Management first reported a position in WSFS in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.41M in Q4 2013. 264 funds tracked by Wall St. Rank hold WSFS as of Q3 2024.

ClariVest Asset Management held 36 shares of WSFS Financial worth $1.69K as of Q3 2024.
ClariVest Asset Management left its WSFS Financial share count unchanged in Q3 2024.
WSFS Financial made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #542 holding.
ClariVest Asset Management first reported a position in WSFS Financial in Q3 2013 and has held it in 17 quarters since.
ClariVest Asset Management's WSFS Financial position peaked at $2.41M in Q4 2013.
264 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.