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
2023 Q3	–	Sell	-38	Closed	-$203	–	1790
2023 Q2	$203	Buy	+38	New	+$1.35K	﹤0.01%	1177
2023 Q1	–	Sell	-45	Closed	-$314	–	1689
2022 Q4	$314	Buy	+45	New	+$2.12K	﹤0.01%	869
2020 Q2	–	Sell	-5	Closed	-$129	–	931
2020 Q1	$129	Hold	5	–	–	﹤0.01%	846
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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Financial Gravity Asset Management's WSFS Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of WSFS Financial (WSFS) in Q3 2023, closing a stake of 38 shares — an estimated $203 sold.

Financial Gravity Asset Management first reported a position in WSFS in Q3 2018 and held it in 8 quarters. The position peaked at $44K in Q4 2019. 217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

Financial Gravity Asset Management reported no remaining WSFS Financial position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 38 WSFS Financial shares in Q3 2023, an estimated $203.
Financial Gravity Asset Management first reported a position in WSFS Financial in Q3 2018 and held it in 8 quarters.
Financial Gravity Asset Management's WSFS Financial position peaked at $44K in Q4 2019.
217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.