LIG
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Lokken Investment Group’s WSFS Financial WSFS Stock Holding History

Lokken Investment Group’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
-11,989
Closed -$611K – 161
2024
Q3 		$611K Buy
11,989
+1
+0% +$52 0.25% 82
2024
Q2 		$563K Buy
11,988
+109
+0.9% +$4.83K 0.27% 79
2024
Q1 		$536K Buy
11,879
+1,001
+9% +$43.6K 0.27% 82
2023
Q4 		$500K Buy
10,878
+1
+0% +$39 0.28% 78
2023
Q3 		$397K Hold
10,877
– – 0.26% 81
2023
Q2 		$410K Buy
10,877
+1
+0% +$36 0.27% 82
2023
Q1 		$409K Buy
10,876
+1
+0% +$46 0.31% 79
2022
Q4 		$493K Hold
10,875
– – 0.39% 59
2022
Q3 		$505K Buy
10,875
+1
+0% +$47 0.44% 50
2022
Q2 		$436K Buy
10,874
+2,550
+31% +$105K 0.35% 66
2022
Q1 		$334K Buy
8,324
+1
+0% +$52 0.27% 91
2021
Q4 		$417K Hold
8,323
– – 0.3% 73
2021
Q3 		$427K Buy
8,323
+1
+0% +$45 0.34% 65
2021
Q2 		$388K Buy
8,322
+1,006
+14% +$51.2K 0.32% 78
2021
Q1 		$364K Sell
7,316
-366
-5% -$17.6K 0.32% 74
2020
Q4 		$345K Buy
+7,682
New +$282K 0.32% 61

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

Lokken Investment Group's WSFS Position: Q4 2024 in Review

Lokken Investment Group sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 11,989 shares — an estimated $611K sold.

Lokken Investment Group first reported a position in WSFS in Q4 2020 and held it in 16 quarters. The position peaked at $611K in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Lokken Investment Group reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 11,989 WSFS Financial shares in Q4 2024, an estimated $611K.
  • Lokken Investment Group first reported a position in WSFS Financial in Q4 2020 and held it in 16 quarters.
  • Lokken Investment Group's WSFS Financial position peaked at $611K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.