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Equitable Trust’s WSFS Financial WSFS Stock Holding History

Equitable Trust’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
2021
Q1 		– Sell
-8,350
Closed -$375K – 380
2020
Q4 		$375K Sell
8,350
-2,855
-25% -$105K 0.03% 269
2020
Q3 		$302K Sell
11,205
-1,165
-9% -$32.9K 0.03% 274
2020
Q2 		$355K Buy
+12,370
New +$327K 0.03% 251

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Equitable Trust's WSFS Position: Q1 2021 in Review

Equitable Trust sold out of WSFS Financial (WSFS) in Q1 2021, closing a stake of 8,350 shares — an estimated $375K sold.

Equitable Trust first reported a position in WSFS in Q2 2020 and held it in 3 quarters. The position peaked at $375K in Q4 2020. 188 funds tracked by Wall St. Rank hold WSFS as of Q1 2021.

  • Equitable Trust reported no remaining WSFS Financial position as of Q1 2021 after selling out during the quarter.
  • Equitable Trust sold 8,350 WSFS Financial shares in Q1 2021, an estimated $375K.
  • Equitable Trust first reported a position in WSFS Financial in Q2 2020 and held it in 3 quarters.
  • Equitable Trust's WSFS Financial position peaked at $375K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2021.

Based on Equitable Trust's 13F filing for Q1 2021, filed 14 May 2021.