McAdam LLC’s WSFS Financial WSFS Stock Holding History

McAdam LLC’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 Q3	–	Sell	-5,821	Closed	-$233K	–	225
2022 Q2	$233K	Buy	+5,821	New	+$240K	0.02%	197

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

McAdam LLC's WSFS Position: Q3 2022 in Review

McAdam LLC sold out of WSFS Financial (WSFS) in Q3 2022, closing a stake of 5,821 shares — an estimated $233K sold.

McAdam LLC first reported a position in WSFS in Q2 2022 and held it in 1 quarter. The position peaked at $233K in Q2 2022. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

McAdam LLC reported no remaining WSFS Financial position as of Q3 2022 after selling out during the quarter.
McAdam LLC sold 5,821 WSFS Financial shares in Q3 2022, an estimated $233K.
McAdam LLC first reported a position in WSFS Financial in Q2 2022 and held it in 1 quarter.
McAdam LLC's WSFS Financial position peaked at $233K in Q2 2022.
236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on McAdam LLC's 13F filing for Q3 2022, filed 24 Oct 2022.