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Dean Investment Associates’s WSFS Financial WSFS Stock Holding History

Dean Investment Associates’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
Q3 		– Sell
-9,751
Closed -$391K – 227
2022
Q2 		$391K Sell
9,751
-5,749
-37% -$237K 0.08% 219
2022
Q1 		$723K Buy
+15,500
New +$803K 0.13% 206

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Dean Investment Associates's WSFS Position: Q3 2022 in Review

Dean Investment Associates sold out of WSFS Financial (WSFS) in Q3 2022, closing a stake of 9,751 shares — an estimated $391K sold.

Dean Investment Associates first reported a position in WSFS in Q1 2022 and held it in 2 quarters. The position peaked at $723K in Q1 2022. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • Dean Investment Associates reported no remaining WSFS Financial position as of Q3 2022 after selling out during the quarter.
  • Dean Investment Associates sold 9,751 WSFS Financial shares in Q3 2022, an estimated $391K.
  • Dean Investment Associates first reported a position in WSFS Financial in Q1 2022 and held it in 2 quarters.
  • Dean Investment Associates's WSFS Financial position peaked at $723K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on Dean Investment Associates's 13F filing for Q3 2022, filed 9 Nov 2022.