Credit Suisse’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.57M | Buy |
101,173
+6,538
| +7% | +$285K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $4.35M | Sell |
94,635
-26,466
| -22% | -$1.04M | ﹤0.01% | 1416 |
|
|
2023
Q3 | $4.42M | Sell |
121,101
-1,342
| -1% | -$53.5K | ﹤0.01% | 1343 |
|
|
2023
Q2 | $4.62M | Buy |
122,443
+47,206
| +63% | +$1.68M | ﹤0.01% | 1391 |
|
|
2023
Q1 | $2.83M | Buy |
75,237
+1,922
| +3% | +$88.2K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $3.32M | Buy |
73,315
+15,105
| +26% | +$710K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $2.71M | Buy |
58,210
+3,409
| +6% | +$159K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $2.2M | Sell |
54,801
-9,610
| -15% | -$395K | ﹤0.01% | 1848 |
|
|
2022
Q1 | $3M | Buy |
64,411
+16,721
| +35% | +$867K | ﹤0.01% | 1803 |
|
|
2021
Q4 | $2.39M | Buy |
47,690
+4,482
| +10% | +$235K | ﹤0.01% | 2657 |
|
|
2021
Q3 | $2.22M | Sell |
43,208
-4,180
| -9% | -$188K | ﹤0.01% | 2741 |
|
|
2021
Q2 | $2.21M | Sell |
47,388
-6,540
| -12% | -$333K | ﹤0.01% | 2789 |
|
|
2021
Q1 | $2.68M | Sell |
53,928
-9,710
| -15% | -$468K | ﹤0.01% | 2590 |
|
|
2020
Q4 | $2.86M | Buy |
63,638
+9,822
| +18% | +$360K | ﹤0.01% | 2564 |
|
|
2020
Q3 | $1.45M | Sell |
53,816
-389
| -0.7% | -$11K | ﹤0.01% | 2659 |
|
|
2020
Q2 | $1.56M | Buy |
54,205
+6,624
| +14% | +$175K | ﹤0.01% | 2582 |
|
|
2020
Q1 | $1.19M | Sell |
47,581
-21,418
| -31% | -$774K | ﹤0.01% | 2528 |
|
|
2019
Q4 | $3.04M | Buy |
68,999
+19,462
| +39% | +$851K | ﹤0.01% | 2268 |
|
|
2019
Q3 | $2.18M | Buy |
49,537
+5,437
| +12% | +$229K | ﹤0.01% | 2403 |
|
|
2019
Q2 | $1.82M | Sell |
44,100
-7,701
| -15% | -$319K | ﹤0.01% | 2526 |
|
|
2019
Q1 | $2M | Buy |
51,801
+15,539
| +43% | +$646K | ﹤0.01% | 2367 |
|
|
2018
Q4 | $1.38M | Buy |
36,262
+2,624
| +8% | +$110K | ﹤0.01% | 2532 |
|
|
2018
Q3 | $1.59M | Sell |
33,638
-5,448
| -14% | -$280K | ﹤0.01% | 2531 |
|
|
2018
Q2 | $2.08M | Sell |
39,086
-4,925
| -11% | -$255K | ﹤0.01% | 2417 |
|
|
2018
Q1 | $2.11M | Buy |
44,011
+5,770
| +15% | +$285K | ﹤0.01% | 2373 |
|
|
2017
Q4 | $1.83M | Sell |
38,241
-20,199
| -35% | -$996K | ﹤0.01% | 2502 |
|
|
2017
Q3 | $2.85M | Buy |
58,440
+21,385
| +58% | +$965K | ﹤0.01% | 2239 |
|
|
2017
Q2 | $1.68M | Buy |
37,055
+56
| +0.2% | +$2.56K | ﹤0.01% | 2341 |
|
|
2017
Q1 | $1.7M | Sell |
36,999
-15,274
| -29% | -$694K | ﹤0.01% | 2470 |
|
|
2016
Q4 | $2.42M | Sell |
52,273
-13,759
| -21% | -$553K | ﹤0.01% | 2286 |
|
|
2016
Q3 | $2.41M | Sell |
66,032
-8,693
| -12% | -$313K | ﹤0.01% | 2244 |
|
|
2016
Q2 | $2.41M | Buy |
74,725
+5,630
| +8% | +$191K | ﹤0.01% | 2199 |
|
|
2016
Q1 | $2.25M | Buy |
69,095
+20,170
| +41% | +$610K | ﹤0.01% | 2113 |
|
|
2015
Q4 | $1.58M | Buy |
48,925
+11,168
| +30% | +$357K | ﹤0.01% | 2448 |
|
|
2015
Q3 | $1.09M | Sell |
37,757
-1,502
| -4% | -$42.3K | ﹤0.01% | 2748 |
|
|
2015
Q2 | $1.07M | Buy |
39,259
+1,219
| +3% | +$31K | ﹤0.01% | 3115 |
|
|
2015
Q1 | $960K | Sell |
38,040
-14,433
| -28% | -$368K | ﹤0.01% | 3007 |
|
|
2014
Q4 | $1.34M | Buy |
52,473
+14,916
| +40% | +$377K | ﹤0.01% | 2885 |
|
|
2014
Q3 | $896K | Sell |
37,557
-27,828
| -43% | -$673K | ﹤0.01% | 3153 |
|
|
2014
Q2 | $1.6M | Buy |
65,385
+8,274
| +14% | +$192K | ﹤0.01% | 2905 |
|
|
2014
Q1 | $1.36M | Sell |
57,111
-12,006
| -17% | -$289K | ﹤0.01% | 2841 |
|
|
2013
Q4 | $1.79M | Buy |
69,117
+39,387
| +132% | +$920K | ﹤0.01% | 2768 |
|
|
2013
Q3 | $597K | Buy |
29,730
+11,355
| +62% | +$227K | ﹤0.01% | 3384 |
|
|
2013
Q2 | $321K | Buy |
+18,375
| New | +$305K | ﹤0.01% | 3585 |
|
Other funds holding WSFS
CIP
Credit Suisse's WSFS Position: Q1 2024 in Review
Credit Suisse increased its WSFS Financial (WSFS) stake by 6.9% in Q1 2024, buying an estimated $285K and bringing the position to 101,173 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.
Credit Suisse first reported a position in WSFS in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.62M in Q2 2023. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.
- Credit Suisse held 101,173 shares of WSFS Financial worth $4.57M as of Q1 2024.
- Credit Suisse bought 6,538 WSFS Financial shares in Q1 2024, an estimated $285K.
- WSFS Financial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1342 holding.
- Credit Suisse first reported a position in WSFS Financial in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's WSFS Financial position peaked at $4.62M in Q2 2023.
- 240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.