Nordea Investment Management
WSFS icon

Nordea Investment Management’s WSFS Financial WSFS Stock Holding History

Nordea 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
2021
Q4 		– Sell
-122,711
Closed -$6.39M – 998
2021
Q3 		$6.39M Buy
122,711
+278
+0.2% +$12.5K 0.01% 557
2021
Q2 		$5.7M Buy
122,433
+7,966
+7% +$406K 0.01% 586
2021
Q1 		$5.72M Buy
114,467
+251
+0.2% +$12.1K 0.01% 559
2020
Q4 		$5.13M Sell
114,216
-3,220
-3% -$118K 0.01% 571
2020
Q3 		$3.16M Sell
117,436
-114,150
-49% -$3.22M 0.01% 602
2020
Q2 		$6.41M Buy
231,586
+115,479
+99% +$3.06M 0.01% 579
2020
Q1 		$2.83M Buy
116,107
+5,108
+5% +$185K 0.01% 583
2019
Q4 		$4.92M Buy
+110,999
New +$4.85M 0.01% 520

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Nordea Investment Management's WSFS Position: Q4 2021 in Review

Nordea Investment Management sold out of WSFS Financial (WSFS) in Q4 2021, closing a stake of 122,711 shares — an estimated $6.39M sold.

Nordea Investment Management first reported a position in WSFS in Q4 2019 and held it in 8 quarters. The position peaked at $6.41M in Q2 2020. 202 funds tracked by Wall St. Rank hold WSFS as of Q4 2021.

  • Nordea Investment Management reported no remaining WSFS Financial position as of Q4 2021 after selling out during the quarter.
  • Nordea Investment Management sold 122,711 WSFS Financial shares in Q4 2021, an estimated $6.39M.
  • Nordea Investment Management first reported a position in WSFS Financial in Q4 2019 and held it in 8 quarters.
  • Nordea Investment Management's WSFS Financial position peaked at $6.41M in Q2 2020.
  • 202 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2021.

Based on Nordea Investment Management's 13F filing for Q4 2021, filed 20 Jan 2022.