CA
WSFS icon

Continuum Advisory’s WSFS Financial WSFS Stock Holding History

Continuum Advisory’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
2025
Q1 		– Sell
-8
Closed -$425 – 1956
2024
Q4 		$425 Hold
8
– – ﹤0.01% 1766
2024
Q3 		$460 Buy
+8
New +$415 ﹤0.01% 1803

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Continuum Advisory's WSFS Position: Q1 2025 in Review

Continuum Advisory sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 8 shares — an estimated $425 sold.

Continuum Advisory first reported a position in WSFS in Q3 2024 and held it in 2 quarters. The position peaked at $460 in Q3 2024. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

  • Continuum Advisory reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 8 WSFS Financial shares in Q1 2025, an estimated $425.
  • Continuum Advisory first reported a position in WSFS Financial in Q3 2024 and held it in 2 quarters.
  • Continuum Advisory's WSFS Financial position peaked at $460 in Q3 2024.
  • 263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.