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Congress Asset Management’s WSFS Financial WSFS Stock Holding History

Congress 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
2023
Q1 		– Sell
-32,810
Closed -$1.49M – 392
2022
Q4 		$1.49M Buy
32,810
+405
+1% +$19K 0.01% 297
2022
Q3 		$1.51M Buy
32,405
+396
+1% +$18.5K 0.02% 287
2022
Q2 		$1.28M Buy
32,009
+139
+0.4% +$5.72K 0.01% 306
2022
Q1 		$1.49M Buy
31,870
+2,363
+8% +$122K 0.01% 303
2021
Q4 		$1.48M Buy
29,507
+8
+0% +$419 0.01% 305
2021
Q3 		$1.51M Buy
29,499
+104
+0.4% +$4.68K 0.01% 288
2021
Q2 		$1.37M Buy
29,395
+4,481
+18% +$228K 0.01% 293
2021
Q1 		$1.24M Buy
24,914
+3,065
+14% +$148K 0.01% 287
2020
Q4 		$981K Sell
21,849
-315
-1% -$11.6K 0.01% 283
2020
Q3 		$598K Hold
22,164
– – 0.01% 282
2020
Q2 		$636K Buy
22,164
+405
+2% +$10.7K 0.01% 277
2020
Q1 		$542K Hold
21,759
– – 0.01% 285
2019
Q4 		$957K Sell
21,759
-17,100
-44% -$747K 0.01% 283
2019
Q3 		$1.71M Hold
38,859
– – 0.02% 265
2019
Q2 		$1.6M Hold
38,859
– – 0.02% 278
2019
Q1 		$1.5M Sell
38,859
-664
-2% -$27.6K 0.02% 279
2018
Q4 		$1.5M Buy
39,523
+1,385
+4% +$58.3K 0.02% 288
2018
Q3 		$1.8M Buy
38,138
+3,455
+10% +$178K 0.02% 282
2018
Q2 		$1.85M Sell
34,683
-615
-2% -$31.9K 0.03% 273
2018
Q1 		$1.69M Buy
35,298
+657
+2% +$32.5K 0.02% 284
2017
Q4 		$1.66M Sell
34,641
-610
-2% -$30.1K 0.02% 273
2017
Q3 		$1.72M Buy
+35,251
New +$1.59M 0.03% 270

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Congress Asset Management's WSFS Position: Q1 2023 in Review

Congress Asset Management sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 32,810 shares — an estimated $1.49M sold.

Congress Asset Management first reported a position in WSFS in Q3 2017 and held it in 22 quarters. The position peaked at $1.85M in Q2 2018. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • Congress Asset Management reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • Congress Asset Management sold 32,810 WSFS Financial shares in Q1 2023, an estimated $1.49M.
  • Congress Asset Management first reported a position in WSFS Financial in Q3 2017 and held it in 22 quarters.
  • Congress Asset Management's WSFS Financial position peaked at $1.85M in Q2 2018.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on Congress Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.