Marshall Wace North America’s WSFS Financial WSFS Stock Holding History

Marshall Wace North America’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
2020 Q3	–	Sell	-40,212	Closed	-$1.15M	–	1507
2020 Q2	$1.15M	Buy	+40,212	New	+$1.06M	0.01%	724
2019 Q2	–	Sell	-868	Closed	-$34K	–	1661
2019 Q1	$34K	Hold	868	–	–	﹤0.01%	1322
2018 Q4	$33K	Buy	+868	New	+$36.5K	﹤0.01%	1345
2018 Q3	–	Sell	-22,637	Closed	-$1.21M	–	1412
2018 Q2	$1.21M	Buy	22,637 +17,791	+367%	+$923K	0.01%	889
2018 Q1	$232K	Sell	4,846 -6,992	-59%	-$346K	﹤0.01%	1312
2017 Q4	$566K	Buy	+11,838	New	+$584K	﹤0.01%	1122

Other funds holding WSFS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace North America's WSFS Position: Q3 2020 in Review

Marshall Wace North America sold out of WSFS Financial (WSFS) in Q3 2020, closing a stake of 40,212 shares — an estimated $1.15M sold.

Marshall Wace North America first reported a position in WSFS in Q4 2017 and held it in 6 quarters. The position peaked at $1.21M in Q2 2018. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

Marshall Wace North America reported no remaining WSFS Financial position as of Q3 2020 after selling out during the quarter.
Marshall Wace North America sold 40,212 WSFS Financial shares in Q3 2020, an estimated $1.15M.
Marshall Wace North America first reported a position in WSFS Financial in Q4 2017 and held it in 6 quarters.
Marshall Wace North America's WSFS Financial position peaked at $1.21M in Q2 2018.
154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Marshall Wace North America's 13F filing for Q3 2020, filed 16 Nov 2020.