Financial Architects (New Jersey)’s WSFS Financial WSFS Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-1,062	Closed	-$30K	–	775
2020 Q2	$30K	Hold	1,062	–	–	0.01%	489
2020 Q1	$26K	Hold	1,062	–	–	0.01%	470
2019 Q4	$47K	Hold	1,062	–	–	0.01%	443
2019 Q3	$47K	Hold	1,062	–	–	0.01%	453
2019 Q2	$44K	Hold	1,062	–	–	0.01%	540
2019 Q1	$41K	Buy	1,062 +662	+166%	+$27.5K	0.01%	668
2018 Q4	$15K	Hold	400	–	–	﹤0.01%	897
2018 Q3	$19K	Sell	400 -200	-33%	-$10.3K	﹤0.01%	945
2018 Q2	$32K	Sell	600 -600	-50%	-$31.1K	0.01%	688
2018 Q1	$57K	Hold	1,200	–	–	0.01%	577
2017 Q4	$57K	Hold	1,200	–	–	0.01%	646
2017 Q3	$59K	Hold	1,200	–	–	0.01%	638
2017 Q2	$54K	Hold	1,200	–	–	0.01%	653
2017 Q1	$55K	Hold	1,200	–	–	0.01%	631
2016 Q4	$56K	Hold	1,200	–	–	0.01%	545
2016 Q3	$44K	Hold	1,200	–	–	0.01%	613
2016 Q2	$39K	Hold	1,200	–	–	0.01%	609
2016 Q1	$39K	Buy	+1,200	New	+$36.3K	0.01%	441
2015 Q3	–	Sell	-1,200	Closed	-$33K	–	929
2015 Q2	$33K	Hold	1,200	–	–	0.01%	521
2015 Q1	$30K	Hold	1,200	–	–	0.01%	489
2014 Q4	$31K	Hold	1,200	–	–	0.01%	431
2014 Q3	$29K	Hold	1,200	–	–	0.01%	402
2014 Q2	$29K	Buy	+1,200	New	+$27.9K	0.01%	420
2013 Q4	–	Sell	-1,200	Closed	-$24K	–	572
2013 Q3	$24K	Hold	1,200	–	–	0.02%	358
2013 Q2	$21K	Buy	+1,200	New	+$19.9K	0.02%	360

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s WSFS Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WSFS Financial (WSFS) in Q3 2020, closing a stake of 1,062 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in WSFS in Q2 2013 and held it in 25 quarters. The position peaked at $59K in Q3 2017. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

Financial Architects (New Jersey) reported no remaining WSFS Financial position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,062 WSFS Financial shares in Q3 2020, an estimated $30K.
Financial Architects (New Jersey) first reported a position in WSFS Financial in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s WSFS Financial position peaked at $59K in Q3 2017.
154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.