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Halpern Financial’s WSFS Financial WSFS Stock Holding History

Halpern 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 		– Sell
-62
Closed -$2.49K – 321
2022
Q2 		$2.49K Buy
+62
New +$2.55K ﹤0.01% 220

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 $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's WSFS Position: Q3 2022 in Review

Halpern Financial sold out of WSFS Financial (WSFS) in Q3 2022, closing a stake of 62 shares — an estimated $2.49K sold.

Halpern Financial first reported a position in WSFS in Q2 2022 and held it in 1 quarter. The position peaked at $2.49K in Q2 2022. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • Halpern Financial reported no remaining WSFS Financial position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 62 WSFS Financial shares in Q3 2022, an estimated $2.49K.
  • Halpern Financial first reported a position in WSFS Financial in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's WSFS Financial position peaked at $2.49K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.