FPS
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Fieldpoint Private Securities’s WSFS Financial WSFS Stock Holding History

Fieldpoint Private Securities’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
Q2 		– Sell
-35
Closed -$2K – 1735
2022
Q1 		$2K Sell
35
-15
-30% -$777 ﹤0.01% 1519
2021
Q4 		$3K Buy
+50
New +$2.62K ﹤0.01% 1430

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fieldpoint Private Securities's WSFS Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of WSFS Financial (WSFS) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

Fieldpoint Private Securities first reported a position in WSFS in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining WSFS Financial position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 35 WSFS Financial shares in Q2 2022, an estimated $2K.
  • Fieldpoint Private Securities first reported a position in WSFS Financial in Q4 2021 and held it in 2 quarters.
  • Fieldpoint Private Securities's WSFS Financial position peaked at $3K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.