Nuveen Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.4M | Sell |
232,944
-26
| -0% | -$1.38K | ﹤0.01% | 1485 |
|
|
2024
Q3 | $11.9M | Sell |
232,970
-50,821
| -18% | -$2.59M | ﹤0.01% | 1503 |
|
|
2024
Q2 | $13.3M | Sell |
283,791
-186,897
| -40% | -$8.78M | ﹤0.01% | 1397 |
|
|
2024
Q1 | $21.2M | Sell |
470,688
-3,387
| -0.7% | -$153K | 0.01% | 1144 |
|
|
2023
Q4 | $21.8M | Buy |
474,075
+65,089
| +16% | +$2.99M | 0.01% | 1097 |
|
|
2023
Q3 | $14.9M | Buy |
408,986
+102,140
| +33% | +$3.73M | 0.01% | 1229 |
|
|
2023
Q2 | $11.6M | Buy |
306,846
+102,650
| +50% | +$3.87M | ﹤0.01% | 1414 |
|
|
2023
Q1 | $7.68M | Buy |
204,196
+12,460
| +6% | +$469K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $8.69M | Sell |
191,736
-33,932
| -15% | -$1.54M | ﹤0.01% | 1586 |
|
|
2022
Q3 | $10.5M | Sell |
225,668
-189,323
| -46% | -$8.8M | ﹤0.01% | 1444 |
|
|
2022
Q2 | $16.6M | Sell |
414,991
-283,798
| -41% | -$11.4M | 0.01% | 1173 |
|
|
2022
Q1 | $34.9M | Buy |
698,789
+103,282
| +17% | +$5.16M | 0.01% | 830 |
|
|
2021
Q4 | $29.8M | Sell |
595,507
-60,119
| -9% | -$3.01M | 0.01% | 986 |
|
|
2021
Q3 | $33.6M | Sell |
655,626
-10,310
| -2% | -$529K | 0.01% | 911 |
|
|
2021
Q2 | $31M | Sell |
665,936
-203,923
| -23% | -$9.5M | 0.01% | 1045 |
|
|
2021
Q1 | $43.3M | Sell |
869,859
-251,313
| -22% | -$12.5M | 0.01% | 802 |
|
|
2020
Q4 | $50.3M | Buy |
1,121,172
+219,342
| +24% | +$9.84M | 0.02% | 684 |
|
|
2020
Q3 | $24.3M | Buy |
901,830
+41,341
| +5% | +$1.11M | 0.01% | 944 |
|
|
2020
Q2 | $24.7M | Sell |
860,489
-9,334
| -1% | -$268K | 0.01% | 909 |
|
|
2020
Q1 | $21.7M | Sell |
869,823
-187,295
| -18% | -$4.67M | 0.01% | 867 |
|
|
2019
Q4 | $46.5M | Sell |
1,057,118
-190,802
| -15% | -$8.39M | 0.02% | 706 |
|
|
2019
Q3 | $55M | Sell |
1,247,920
-105,722
| -8% | -$4.66M | 0.02% | 612 |
|
|
2019
Q2 | $55.9M | Buy |
1,353,642
+695,791
| +106% | +$28.7M | 0.02% | 620 |
|
|
2019
Q1 | $25.4M | Sell |
657,851
-12,709
| -2% | -$491K | 0.14% | 246 |
|
|
2018
Q4 | $25.4M | Sell |
670,560
-45,857
| -6% | -$1.74M | 0.16% | 195 |
|
|
2018
Q3 | $33.8M | Buy |
716,417
+80,610
| +13% | +$3.8M | 0.18% | 160 |
|
|
2018
Q2 | $33.9M | Buy |
635,807
+29,820
| +5% | +$1.59M | 0.21% | 134 |
|
|
2018
Q1 | $29M | Buy |
605,987
+60,630
| +11% | +$2.9M | 0.19% | 165 |
|
|
2017
Q4 | $26.1M | Sell |
545,357
-14,301
| -3% | -$684K | 0.17% | 179 |
|
|
2017
Q3 | $27.3M | Buy |
559,658
+21,782
| +4% | +$1.06M | 0.18% | 161 |
|
|
2017
Q2 | $24.4M | Buy |
537,876
+119,105
| +28% | +$5.4M | 0.16% | 179 |
|
|
2017
Q1 | $19.2M | Buy |
418,771
+155,819
| +59% | +$7.16M | 0.11% | 250 |
|
|
2016
Q4 | $12.2M | Buy |
262,952
+65,651
| +33% | +$3.04M | 0.06% | 396 |
|
|
2016
Q3 | $7.2M | Buy |
197,301
+63,082
| +47% | +$2.3M | 0.04% | 465 |
|
|
2016
Q2 | $4.32M | Buy |
134,219
+26,758
| +25% | +$861K | 0.03% | 537 |
|
|
2016
Q1 | $3.5K | Buy |
107,461
+27,324
| +34% | +$889 | 0.02% | 569 |
|
|
2015
Q4 | $2.59K | Buy |
80,137
+27,495
| +52% | +$890 | 0.01% | 662 |
|
|
2015
Q3 | $1.52K | Buy |
52,642
+820
| +2% | +$24 | 0.01% | 878 |
|
|
2015
Q2 | $1.42K | Hold |
51,822
| – | – | 0.01% | 968 |
|
|
2015
Q1 | $1.31M | Hold |
51,822
| – | – | 0.01% | 1015 |
|
|
2014
Q4 | $1.33M | Buy |
51,822
+360
| +0.7% | +$9.23K | 0.01% | 1009 |
|
|
2014
Q3 | $1.23M | Hold |
51,462
| – | – | 0.01% | 991 |
|
|
2014
Q2 | $1.26M | Hold |
51,462
| – | – | 0.01% | 1001 |
|
|
2014
Q1 | $1.23M | Hold |
51,462
| – | – | 0.01% | 982 |
|
|
2013
Q4 | $1.33M | Buy |
51,462
+144
| +0.3% | +$3.72K | 0.01% | 904 |
|
|
2013
Q3 | $1.03M | Buy |
51,318
+126
| +0.2% | +$2.53K | 0.01% | 1008 |
|
|
2013
Q2 | $894K | Buy |
+51,192
| New | +$894K | 0.01% | 1018 |
|