DI
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Disciplined Investments’s WSFS Financial WSFS Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-11
Closed -$415 – 1567
2023
Q2 		$415 Sell
11
-1
-8% -$36 ﹤0.01% 1288
2023
Q1 		$451 Buy
12
+2
+20% +$92 ﹤0.01% 1263
2022
Q4 		$453 Sell
10
-4
-29% -$188 ﹤0.01% 1217
2022
Q3 		$1K Buy
14
+7
+100% +$327 ﹤0.01% 1141
2022
Q2 		$0 Sell
7
-4
-36% -$165 ﹤0.01% 1664
2022
Q1 		$1K Buy
+11
New +$570 ﹤0.01% 1243

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Disciplined Investments's WSFS Position: Q3 2023 in Review

Disciplined Investments sold out of WSFS Financial (WSFS) in Q3 2023, closing a stake of 11 shares — an estimated $415 sold.

Disciplined Investments first reported a position in WSFS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

  • Disciplined Investments reported no remaining WSFS Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 WSFS Financial shares in Q3 2023, an estimated $415.
  • Disciplined Investments first reported a position in WSFS Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's WSFS Financial position peaked at $1K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.