FORA Capital’s WSFS Financial WSFS Stock Holding History

FORA Capital’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
2021 Q2	–	Sell	-1,054	Closed	-$52K	–	1183
2021 Q1	$52K	Buy	+1,054	New	+$50.8K	0.02%	540
2020 Q2	–	Sell	-1,313	Closed	-$33K	–	1362
2020 Q1	$33K	Buy	+1,313	New	+$47.5K	0.01%	867

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FORA Capital's WSFS Position: Q2 2021 in Review

FORA Capital sold out of WSFS Financial (WSFS) in Q2 2021, closing a stake of 1,054 shares — an estimated $52K sold.

FORA Capital first reported a position in WSFS in Q1 2020 and held it in 2 quarters. The position peaked at $52K in Q1 2021. 189 funds tracked by Wall St. Rank hold WSFS as of Q2 2021.

FORA Capital reported no remaining WSFS Financial position as of Q2 2021 after selling out during the quarter.
FORA Capital sold 1,054 WSFS Financial shares in Q2 2021, an estimated $52K.
FORA Capital first reported a position in WSFS Financial in Q1 2020 and held it in 2 quarters.
FORA Capital's WSFS Financial position peaked at $52K in Q1 2021.
189 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.