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Moody Aldrich Partners’s WSFS Financial WSFS Stock Holding History

Moody Aldrich 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
2021
Q2 		– Sell
-59,384
Closed -$2.96M – 196
2021
Q1 		$2.96M Sell
59,384
-160,443
-73% -$7.73M 0.43% 80
2020
Q4 		$9.87M Buy
219,827
+159
+0.1% +$5.83K 1.59% 9
2020
Q3 		$5.92M Buy
219,668
+6,250
+3% +$176K 1.24% 24
2020
Q2 		$6.13M Buy
213,418
+76,126
+55% +$2.01M 1.3% 23
2020
Q1 		$3.42M Sell
137,292
-22
-0% -$795 1.03% 39
2019
Q4 		$6.04M Buy
+137,314
New +$6M 1.24% 21

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Moody Aldrich Partners's WSFS Position: Q2 2021 in Review

Moody Aldrich Partners sold out of WSFS Financial (WSFS) in Q2 2021, closing a stake of 59,384 shares — an estimated $2.96M sold.

Moody Aldrich Partners first reported a position in WSFS in Q4 2019 and held it in 6 quarters. The position peaked at $9.87M in Q4 2020. 189 funds tracked by Wall St. Rank hold WSFS as of Q2 2021.

  • Moody Aldrich Partners reported no remaining WSFS Financial position as of Q2 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 59,384 WSFS Financial shares in Q2 2021, an estimated $2.96M.
  • Moody Aldrich Partners first reported a position in WSFS Financial in Q4 2019 and held it in 6 quarters.
  • Moody Aldrich Partners's WSFS Financial position peaked at $9.87M in Q4 2020.
  • 189 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2021.

Based on Moody Aldrich Partners's 13F filing for Q2 2021, filed 4 Aug 2021.