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Glen Eagle Advisors’s WSFS Financial WSFS Stock Holding History

Glen Eagle 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
2024
Q2 		– Sell
-235
Closed -$10.6K – 1213
2024
Q1 		$10.6K Hold
235
– – ﹤0.01% 645
2023
Q4 		$10.8K Sell
235
-65
-22% -$2.55K ﹤0.01% 622
2023
Q3 		$10.9K Hold
300
– – ﹤0.01% 619
2023
Q2 		$11.3K Buy
+300
New +$10.7K ﹤0.01% 617
2022
Q3 		– Sell
-2,676
Closed -$107K – 1138
2022
Q2 		$107K Buy
2,676
+300
+13% +$12.3K 0.03% 272
2022
Q1 		$111K Buy
+2,376
New +$123K 0.03% 266

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glen Eagle Advisors's WSFS Position: Q2 2024 in Review

Glen Eagle Advisors sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 235 shares — an estimated $10.6K sold.

Glen Eagle Advisors first reported a position in WSFS in Q1 2022 and held it in 6 quarters. The position peaked at $111K in Q1 2022. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • Glen Eagle Advisors reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • Glen Eagle Advisors sold 235 WSFS Financial shares in Q2 2024, an estimated $10.6K.
  • Glen Eagle Advisors first reported a position in WSFS Financial in Q1 2022 and held it in 6 quarters.
  • Glen Eagle Advisors's WSFS Financial position peaked at $111K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on Glen Eagle Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.