First Personal Financial Services’s WSFS Financial WSFS Stock Holding History

First Personal Financial Services’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
2024 Q3	$3.93K	Sell	77 -11	-13%	-$570	﹤0.01%	348
2024 Q2	$4.14K	Hold	88	–	–	﹤0.01%	315
2024 Q1	$3.97K	Hold	88	–	–	﹤0.01%	317
2023 Q4	$4.04K	Hold	88	–	–	﹤0.01%	341
2023 Q3	$3.21K	Hold	88	–	–	﹤0.01%	353
2023 Q2	$3.32K	Hold	88	–	–	﹤0.01%	351
2023 Q1	$3.31K	Hold	88	–	–	﹤0.01%	373
2022 Q4	$3.99K	Hold	88	–	–	﹤0.01%	361
2022 Q3	$4K	Buy	+88	New	+$4.11K	﹤0.01%	391

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's WSFS Position: Q3 2024 in Review

First Personal Financial Services reduced its WSFS Financial (WSFS) stake by 13% in Q3 2024, selling an estimated $570 and leaving 77 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

First Personal Financial Services first reported a position in WSFS in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.14K in Q2 2024. 264 funds tracked by Wall St. Rank hold WSFS as of Q3 2024.

First Personal Financial Services held 77 shares of WSFS Financial worth $3.93K as of Q3 2024.
First Personal Financial Services sold 11 WSFS Financial shares in Q3 2024, an estimated $570.
WSFS Financial made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #348 holding.
First Personal Financial Services first reported a position in WSFS Financial in Q3 2022 and has held it in 9 quarters since.
First Personal Financial Services's WSFS Financial position peaked at $4.14K in Q2 2024.
264 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.