Cordasco Financial Network’s WSFS Financial WSFS Stock Holding History

Cordasco Financial Network’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 Q2	$5K	Hold	130	–	–	﹤0.01%	464
2022 Q1	$6K	Hold	130	–	–	﹤0.01%	442
2021 Q4	$7K	Hold	130	–	–	﹤0.01%	425
2021 Q3	$7K	Hold	130	–	–	﹤0.01%	441
2021 Q2	$6K	Hold	130	–	–	﹤0.01%	454
2021 Q1	$6K	Hold	130	–	–	﹤0.01%	449
2020 Q4	$6K	Hold	130	–	–	﹤0.01%	404
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	439
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	401
2020 Q1	$3K	Hold	130	–	–	﹤0.01%	391
2019 Q4	$6K	Hold	130	–	–	0.01%	346
2019 Q3	$6K	Hold	130	–	–	0.01%	359
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	378
2019 Q1	$5K	Buy	+130	New	+$5.41K	0.01%	369

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cordasco Financial Network's WSFS Position: Q2 2022 in Review

Cordasco Financial Network held its WSFS Financial (WSFS) position steady in Q2 2022 at 130 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Cordasco Financial Network first reported a position in WSFS in Q1 2019 and has held it in 14 quarters since. The position peaked at $7K in Q4 2021. 233 funds tracked by Wall St. Rank hold WSFS as of Q2 2022.

Cordasco Financial Network held 130 shares of WSFS Financial worth $5K as of Q2 2022.
Cordasco Financial Network left its WSFS Financial share count unchanged in Q2 2022.
WSFS Financial made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #464 holding.
Cordasco Financial Network first reported a position in WSFS Financial in Q1 2019 and has held it in 14 quarters since.
Cordasco Financial Network's WSFS Financial position peaked at $7K in Q4 2021.
233 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.