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New York Life Investment Management’s WSFS Financial WSFS Stock Holding History

New York Life Investment 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
2023
Q1 		– Sell
-12,169
Closed -$552K – 1409
2022
Q4 		$552K Buy
12,169
+1,306
+12% +$61.4K 0.01% 849
2022
Q3 		$505K Buy
10,863
+860
+9% +$40.2K 0.01% 736
2022
Q2 		$401K Buy
+10,003
New +$412K ﹤0.01% 964

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

New York Life Investment Management's WSFS Position: Q1 2023 in Review

New York Life Investment Management sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 12,169 shares — an estimated $552K sold.

New York Life Investment Management first reported a position in WSFS in Q2 2022 and held it in 3 quarters. The position peaked at $552K in Q4 2022. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • New York Life Investment Management reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 12,169 WSFS Financial shares in Q1 2023, an estimated $552K.
  • New York Life Investment Management first reported a position in WSFS Financial in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's WSFS Financial position peaked at $552K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.