EI
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Ellevest Inc’s WSFS Financial WSFS Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-50
Closed -$1.88K – 1645
2023
Q1 		$1.88K Sell
50
-27
-35% -$1.24K ﹤0.01% 1457
2022
Q4 		$3.49K Sell
77
-6
-7% -$282 ﹤0.01% 1269
2022
Q3 		$4K Buy
83
+48
+137% +$2.24K ﹤0.01% 1244
2022
Q2 		$1K Buy
35
+3
+9% +$123 ﹤0.01% 1338
2022
Q1 		$1K Hold
32
– – ﹤0.01% 1356
2021
Q4 		$2K Hold
32
– – ﹤0.01% 1213
2021
Q3 		$2K Hold
32
– – ﹤0.01% 1192
2021
Q2 		$1K Hold
32
– – ﹤0.01% 1221
2021
Q1 		$2K Hold
32
– – ﹤0.01% 1100
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1130
2020
Q3 		$1K Hold
32
– – ﹤0.01% 1080
2020
Q2 		$1K Sell
32
-18
-36% -$476 ﹤0.01% 1076
2020
Q1 		$1K Buy
+50
New +$1.81K ﹤0.01% 1005

Other funds holding WSFS

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Vanguard Group
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Ellevest Inc's WSFS Position: Q2 2023 in Review

Ellevest Inc sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 50 shares — an estimated $1.88K sold.

Ellevest Inc first reported a position in WSFS in Q1 2020 and held it in 13 quarters. The position peaked at $4K in Q3 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • Ellevest Inc reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 50 WSFS Financial shares in Q2 2023, an estimated $1.88K.
  • Ellevest Inc first reported a position in WSFS Financial in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's WSFS Financial position peaked at $4K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.