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Legacy Financial Advisors’s WSFS Financial WSFS Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-900
Closed -$35K – 914
2019
Q1 		$35K Sell
900
-198
-18% -$8.23K 0.01% 341
2018
Q4 		$42K Hold
1,098
– – 0.02% 273
2018
Q3 		$51K Hold
1,098
– – 0.02% 248
2018
Q2 		$58K Hold
1,098
– – 0.02% 226
2018
Q1 		$53K Hold
1,098
– – 0.02% 239
2017
Q4 		$52K Buy
+1,098
New +$54.1K 0.02% 237

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Legacy Financial Advisors's WSFS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 900 shares — an estimated $35K sold.

Legacy Financial Advisors first reported a position in WSFS in Q4 2017 and held it in 6 quarters. The position peaked at $58K in Q2 2018. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 900 WSFS Financial shares in Q2 2019, an estimated $35K.
  • Legacy Financial Advisors first reported a position in WSFS Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's WSFS Financial position peaked at $58K in Q2 2018.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.