FGAM
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Financial Gravity Asset Management’s WSFS Financial WSFS Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$44K Hold
5
– – 0.03% 708
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1582
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1700
2019
Q1 		$0 Buy
+5
New +$208 ﹤0.01% 1565
2018
Q3 		$0 Buy
+5
New +$257 ﹤0.01% 1643

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Gravity Asset Management's WSFS Position: Q4 2019 in Review

Financial Gravity Asset Management held its WSFS Financial (WSFS) position steady in Q4 2019 at 5 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #708.

Financial Gravity Asset Management first reported a position in WSFS in Q3 2018 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold WSFS as of Q4 2019.

  • Financial Gravity Asset Management held 5 shares of WSFS Financial worth $44K as of Q4 2019.
  • Financial Gravity Asset Management left its WSFS Financial share count unchanged in Q4 2019.
  • WSFS Financial made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #708 holding.
  • Financial Gravity Asset Management first reported a position in WSFS Financial in Q3 2018 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.