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Neo Ivy Capital Management’s WSFS Financial WSFS Stock Holding History

Neo Ivy Capital Management’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
Q2 		– Sell
-900
Closed -$42K – 636
2022
Q1 		$42K Buy
+900
New +$46.6K 0.04% 390
2021
Q2 		– Sell
-883
Closed -$44K – 633
2021
Q1 		$44K Buy
+883
New +$42.5K 0.05% 339

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neo Ivy Capital Management's WSFS Position: Q2 2022 in Review

Neo Ivy Capital Management sold out of WSFS Financial (WSFS) in Q2 2022, closing a stake of 900 shares — an estimated $42K sold.

Neo Ivy Capital Management first reported a position in WSFS in Q1 2021 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 233 funds tracked by Wall St. Rank hold WSFS as of Q2 2022.

  • Neo Ivy Capital Management reported no remaining WSFS Financial position as of Q2 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 900 WSFS Financial shares in Q2 2022, an estimated $42K.
  • Neo Ivy Capital Management first reported a position in WSFS Financial in Q1 2021 and held it in 2 quarters.
  • Neo Ivy Capital Management's WSFS Financial position peaked at $44K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2022.

Based on Neo Ivy Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.