Glassman Wealth Services’s WSFS Financial WSFS Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-4	Closed	-$184	–	1842
2023 Q4	$184	Hold	4	–	–	﹤0.01%	1903
2023 Q3	$146	Hold	4	–	–	﹤0.01%	1940
2023 Q2	$151	Hold	4	–	–	﹤0.01%	1856
2023 Q1	$150	Hold	4	–	–	﹤0.01%	1847
2022 Q4	$181	Hold	4	–	–	﹤0.01%	1821
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2022
2022 Q2	$0	Sell	4 -33	-89%	-$1.36K	﹤0.01%	2039
2022 Q1	$2K	Buy	37 +11	+42%	+$570	﹤0.01%	1285
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	1542
2021 Q3	$1K	Buy	26 +22	+550%	+$989	﹤0.01%	1500
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1681
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1660
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1541
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1515
2020 Q2	$0	Buy	+4	New	+$106	﹤0.01%	1575
2019 Q3	–	Sell	-1	Closed	–	–	1403
2019 Q2	$0	Buy	+1	New	+$41	﹤0.01%	1395

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

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

Glassman Wealth Services's WSFS Position: Q1 2024 in Review

Glassman Wealth Services sold out of WSFS Financial (WSFS) in Q1 2024, closing a stake of 4 shares — an estimated $184 sold.

Glassman Wealth Services first reported a position in WSFS in Q2 2019 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.

Glassman Wealth Services reported no remaining WSFS Financial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4 WSFS Financial shares in Q1 2024, an estimated $184.
Glassman Wealth Services first reported a position in WSFS Financial in Q2 2019 and held it in 16 quarters.
Glassman Wealth Services's WSFS Financial position peaked at $2K in Q1 2022.
240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.