Kistler-Tiffany Companies’s WSFS Financial WSFS Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$2.72K	Hold	72	–	–	﹤0.01%	797
2023 Q1	$2.71K	Hold	72	–	–	﹤0.01%	716
2022 Q4	$3.26K	Hold	72	–	–	﹤0.01%	711
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	700
2022 Q1	$3K	Buy	+72	New	+$3.73K	﹤0.01%	692
2016 Q4	–	Sell	-784	Closed	-$29K	–	545
2016 Q3	$29K	Buy	+784	New	+$28.3K	0.01%	323

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Kistler-Tiffany Companies's WSFS Position: Q2 2023 in Review

Kistler-Tiffany Companies held its WSFS Financial (WSFS) position steady in Q2 2023 at 72 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Kistler-Tiffany Companies first reported a position in WSFS in Q3 2016 and has held it in 7 quarters since. The position peaked at $29K in Q3 2016. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

Kistler-Tiffany Companies held 72 shares of WSFS Financial worth $2.72K as of Q2 2023.
Kistler-Tiffany Companies left its WSFS Financial share count unchanged in Q2 2023.
WSFS Financial made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #797 holding.
Kistler-Tiffany Companies first reported a position in WSFS Financial in Q3 2016 and has held it in 7 quarters since.
Kistler-Tiffany Companies's WSFS Financial position peaked at $29K in Q3 2016.
208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.