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FourThought Financial’s WSFS Financial WSFS Stock Holding History

FourThought Financial’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
Q3 		$139K Buy
2,986
+444
+17% +$20.7K 0.02% 366
2022
Q2 		$102K Buy
2,542
+960
+61% +$39.5K 0.01% 429
2022
Q1 		$74K Buy
+1,582
New +$82K 0.01% 552

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's WSFS Position: Q3 2022 in Review

FourThought Financial increased its WSFS Financial (WSFS) stake by 17% in Q3 2022, buying an estimated $20.7K and bringing the position to 2,986 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #366.

FourThought Financial first reported a position in WSFS in Q1 2022 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • FourThought Financial held 2,986 shares of WSFS Financial worth $139K as of Q3 2022.
  • FourThought Financial bought 444 WSFS Financial shares in Q3 2022, an estimated $20.7K.
  • WSFS Financial made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #366 holding.
  • FourThought Financial first reported a position in WSFS Financial in Q1 2022 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.