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Jackson Creek Investment Advisors’s WSFS Financial WSFS Stock Holding History

Jackson Creek Investment 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
Q4 		– Sell
-31,833
Closed -$1.62M – 364
2024
Q3 		$1.62M Buy
31,833
+7,155
+29% +$371K 0.48% 76
2024
Q2 		$1.16M Sell
24,678
-40
-0.2% -$1.77K 0.42% 70
2024
Q1 		$1.12M Sell
24,718
-58
-0.2% -$2.52K 0.4% 95
2023
Q4 		$1.14M Buy
+24,776
New +$972K 0.44% 57

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Jackson Creek Investment Advisors's WSFS Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 31,833 shares — an estimated $1.62M sold.

Jackson Creek Investment Advisors first reported a position in WSFS in Q4 2023 and held it in 4 quarters. The position peaked at $1.62M in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Jackson Creek Investment Advisors reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 31,833 WSFS Financial shares in Q4 2024, an estimated $1.62M.
  • Jackson Creek Investment Advisors first reported a position in WSFS Financial in Q4 2023 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's WSFS Financial position peaked at $1.62M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.