Lenox Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Lenox Wealth 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
2022 Q1	$145K	Buy	3,475 +9	+0.3%	+$466	0.02%	130
2021 Q4	$174K	Buy	3,466 +8	+0.2%	+$419	0.02%	125
2021 Q3	$177K	Buy	3,458 +10	+0.3%	+$450	0.02%	113
2021 Q2	$161K	Buy	3,448 +9	+0.3%	+$458	0.02%	116
2021 Q1	$171K	Buy	3,439 +8	+0.2%	+$385	0.02%	93
2020 Q4	$154K	Buy	3,431 +10	+0.3%	+$367	0.02%	102
2020 Q3	$92K	Buy	3,421 +14	+0.4%	+$395	0.01%	118
2020 Q2	$98K	Buy	3,407 +15	+0.4%	+$397	0.02%	107
2020 Q1	$85K	Buy	3,392 +10	+0.3%	+$361	0.02%	102
2019 Q4	$149K	Buy	3,382 +9	+0.3%	+$393	0.02%	101
2019 Q3	$149K	Buy	3,373 +10	+0.3%	+$421	0.02%	90
2019 Q2	$139K	Buy	3,363 +10	+0.3%	+$415	0.02%	94
2019 Q1	$129K	Buy	3,353 +8	+0.2%	+$333	0.02%	95
2018 Q4	$127K	Buy	3,345 +9	+0.3%	+$379	0.03%	90
2018 Q3	$157K	Buy	+3,336	New	+$172K	0.03%	83
2017 Q4	–	Sell	-65	Closed	-$3K	–	465
2017 Q3	$3K	Buy	+65	New	+$2.93K	﹤0.01%	123

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Lenox Wealth Advisors's WSFS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its WSFS Financial (WSFS) stake by 0.26% in Q1 2022, buying an estimated $466 and bringing the position to 3,475 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #130.

Lenox Wealth Advisors first reported a position in WSFS in Q3 2017 and has held it in 16 quarters since. The position peaked at $177K in Q3 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

Lenox Wealth Advisors held 3,475 shares of WSFS Financial worth $145K as of Q1 2022.
Lenox Wealth Advisors bought 9 WSFS Financial shares in Q1 2022, an estimated $466.
WSFS Financial made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #130 holding.
Lenox Wealth Advisors first reported a position in WSFS Financial in Q3 2017 and has held it in 16 quarters since.
Lenox Wealth Advisors's WSFS Financial position peaked at $177K in Q3 2021.
231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.