CAM
WSFS icon

Cresset Asset Management’s WSFS Financial WSFS Stock Holding History

Cresset 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
2022
Q1 		– Sell
-5,100
Closed -$255K – 1161
2021
Q4 		$255K Buy
+5,100
New +$267K ﹤0.01% 942

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cresset Asset Management's WSFS Position: Q1 2022 in Review

Cresset Asset Management sold out of WSFS Financial (WSFS) in Q1 2022, closing a stake of 5,100 shares — an estimated $255K sold.

Cresset Asset Management first reported a position in WSFS in Q4 2021 and held it in 1 quarter. The position peaked at $255K in Q4 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

  • Cresset Asset Management reported no remaining WSFS Financial position as of Q1 2022 after selling out during the quarter.
  • Cresset Asset Management sold 5,100 WSFS Financial shares in Q1 2022, an estimated $255K.
  • Cresset Asset Management first reported a position in WSFS Financial in Q4 2021 and held it in 1 quarter.
  • Cresset Asset Management's WSFS Financial position peaked at $255K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on Cresset Asset Management's 13F filing for Q1 2022, filed 16 May 2022.