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Cornerstone Advisors (Washington)’s WSFS Financial WSFS Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$4K Sell
149
-116
-44% -$3.27K ﹤0.01% 530
2020
Q2 		$8K Buy
265
+186
+235% +$4.92K ﹤0.01% 461
2020
Q1 		$2K Buy
+79
New +$2.85K ﹤0.01% 610

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WSFS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its WSFS Financial (WSFS) stake by 44% in Q3 2020, selling an estimated $3.27K and leaving 149 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cornerstone Advisors (Washington) first reported a position in WSFS in Q1 2020 and has held it in 3 quarters since. The position peaked at $8K in Q2 2020. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

  • Cornerstone Advisors (Washington) held 149 shares of WSFS Financial worth $4K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 116 WSFS Financial shares in Q3 2020, an estimated $3.27K.
  • WSFS Financial made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #530 holding.
  • Cornerstone Advisors (Washington) first reported a position in WSFS Financial in Q1 2020 and has held it in 3 quarters since.
  • Cornerstone Advisors (Washington)'s WSFS Financial position peaked at $8K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.