Mirae Asset Global Investments
WSFS icon

Mirae Asset Global Investments’s WSFS Financial WSFS Stock Holding History

Mirae Asset Global Investments’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
Q2 		– Sell
-27,342
Closed -$1.04M – 2555
2024
Q1 		$1.04M Sell
27,342
-538
-2% -$23.4K ﹤0.01% 1520
2023
Q4 		$1.28M Buy
27,880
+538
+2% +$21.1K ﹤0.01% 1488
2023
Q3 		$998K Hold
27,342
– – ﹤0.01% 1520
2023
Q2 		$1.03M Hold
27,342
– – ﹤0.01% 1546
2023
Q1 		$1.03M Hold
27,342
– – ﹤0.01% 1532
2022
Q4 		$1.24M Hold
27,342
– – ﹤0.01% 1372
2022
Q3 		$1.27M Buy
27,342
+8,160
+43% +$381K ﹤0.01% 1355
2022
Q2 		$769K Buy
+19,182
New +$789K ﹤0.01% 1542

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments's WSFS Position: Q2 2024 in Review

Mirae Asset Global Investments sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 27,342 shares — an estimated $1.04M sold.

Mirae Asset Global Investments first reported a position in WSFS in Q2 2022 and held it in 8 quarters. The position peaked at $1.28M in Q4 2023. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • Mirae Asset Global Investments reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • Mirae Asset Global Investments sold 27,342 WSFS Financial shares in Q2 2024, an estimated $1.04M.
  • Mirae Asset Global Investments first reported a position in WSFS Financial in Q2 2022 and held it in 8 quarters.
  • Mirae Asset Global Investments's WSFS Financial position peaked at $1.28M in Q4 2023.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on Mirae Asset Global Investments's 13F filing for Q2 2024, filed 30 Jul 2024.