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Fort Washington Investment Advisors’s WSFS Financial WSFS Stock Holding History

Fort Washington Investment 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
2020
Q4 		– Sell
-334,421
Closed -$9.02M – 509
2020
Q3 		$9.02M Buy
334,421
+5,515
+2% +$156K 0.1% 125
2020
Q2 		$9.44M Buy
328,906
+16,500
+5% +$437K 0.11% 134
2020
Q1 		$7.79M Buy
312,406
+20,300
+7% +$734K 0.11% 154
2019
Q4 		$12.8M Hold
292,106
– – 0.14% 147
2019
Q3 		$12.9M Sell
292,106
-47,000
-14% -$1.98M 0.14% 124
2019
Q2 		$14M Sell
339,106
-37,000
-10% -$1.53M 0.16% 140
2019
Q1 		$14.5M Sell
376,106
-69,200
-16% -$2.88M 0.16% 126
2018
Q4 		$16.9M Buy
445,306
+20,000
+5% +$842K 0.21% 110
2018
Q3 		$20.1M Buy
425,306
+100,506
+31% +$5.17M 0.2% 119
2018
Q2 		$17.3M Sell
324,800
-25,000
-7% -$1.3M 0.18% 131
2018
Q1 		$16.8M Buy
349,800
+31,000
+10% +$1.53M 0.17% 129
2017
Q4 		$15.3M Buy
+318,800
New +$15.7M 0.15% 164

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fort Washington Investment Advisors's WSFS Position: Q4 2020 in Review

Fort Washington Investment Advisors sold out of WSFS Financial (WSFS) in Q4 2020, closing a stake of 334,421 shares — an estimated $9.02M sold.

Fort Washington Investment Advisors first reported a position in WSFS in Q4 2017 and held it in 12 quarters. The position peaked at $20.1M in Q3 2018. 167 funds tracked by Wall St. Rank hold WSFS as of Q4 2020.

  • Fort Washington Investment Advisors reported no remaining WSFS Financial position as of Q4 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 334,421 WSFS Financial shares in Q4 2020, an estimated $9.02M.
  • Fort Washington Investment Advisors first reported a position in WSFS Financial in Q4 2017 and held it in 12 quarters.
  • Fort Washington Investment Advisors's WSFS Financial position peaked at $20.1M in Q3 2018.
  • 167 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.