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FinTrust Capital Advisors’s WSFS Financial WSFS Stock Holding History

FinTrust Capital Advisors’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
Q4 		– Sell
-1,665
Closed -$83K – 1293
2022
Q3 		$83K Sell
1,665
-720
-30% -$33.6K 0.02% 411
2022
Q2 		$100K Hold
2,385
– – 0.03% 394
2022
Q1 		$111K Buy
+2,385
New +$124K 0.03% 410

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

FinTrust Capital Advisors's WSFS Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 1,665 shares — an estimated $83K sold.

FinTrust Capital Advisors first reported a position in WSFS in Q1 2022 and held it in 3 quarters. The position peaked at $111K in Q1 2022. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • FinTrust Capital Advisors reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,665 WSFS Financial shares in Q4 2022, an estimated $83K.
  • FinTrust Capital Advisors first reported a position in WSFS Financial in Q1 2022 and held it in 3 quarters.
  • FinTrust Capital Advisors's WSFS Financial position peaked at $111K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.