McDonald Partners’s WSFS Financial WSFS Stock Holding History

McDonald Partners’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	–	Sell	-5	Closed	-$251	–	704
2021 Q4	$251	Buy	+5	New	+$262	﹤0.01%	537

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

McDonald Partners's WSFS Position: Q1 2022 in Review

McDonald Partners sold out of WSFS Financial (WSFS) in Q1 2022, closing a stake of 5 shares — an estimated $251 sold.

McDonald Partners first reported a position in WSFS in Q4 2021 and held it in 1 quarter. The position peaked at $251 in Q4 2021. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

McDonald Partners reported no remaining WSFS Financial position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 5 WSFS Financial shares in Q1 2022, an estimated $251.
McDonald Partners first reported a position in WSFS Financial in Q4 2021 and held it in 1 quarter.
McDonald Partners's WSFS Financial position peaked at $251 in Q4 2021.
231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.