Independence Advisors’s WSFS Financial WSFS Stock Holding History

Independence 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 Q3	$234K	Hold	8,692	–	–	0.05%	88
2020 Q2	$249K	Hold	8,692	–	–	0.06%	82
2020 Q1	$217K	Hold	8,692	–	–	0.06%	74
2019 Q4	$382K	Hold	8,692	–	–	0.09%	60
2019 Q3	$383K	Hold	8,692	–	–	0.09%	61
2019 Q2	$359K	Hold	8,692	–	–	0.09%	62
2019 Q1	$336K	Hold	8,692	–	–	0.09%	60
2018 Q4	$330K	Hold	8,692	–	–	0.11%	59
2018 Q3	$410K	Hold	8,692	–	–	0.12%	51
2018 Q2	$463K	Hold	8,692	–	–	0.15%	44
2018 Q1	$416K	Hold	8,692	–	–	0.14%	48
2017 Q4	$416K	Hold	8,692	–	–	0.14%	48
2017 Q3	$424K	Buy	+8,692	New	+$392K	0.17%	42

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Advisors's WSFS Position: Q3 2020 in Review

Independence Advisors held its WSFS Financial (WSFS) position steady in Q3 2020 at 8,692 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #88.

Independence Advisors first reported a position in WSFS in Q3 2017 and has held it in 13 quarters since. The position peaked at $463K in Q2 2018. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

Independence Advisors held 8,692 shares of WSFS Financial worth $234K as of Q3 2020.
Independence Advisors left its WSFS Financial share count unchanged in Q3 2020.
WSFS Financial made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #88 holding.
Independence Advisors first reported a position in WSFS Financial in Q3 2017 and has held it in 13 quarters since.
Independence Advisors's WSFS Financial position peaked at $463K in Q2 2018.
154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.