OQS
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Occudo Quantitative Strategies’s WSFS Financial WSFS Stock Holding History

Occudo Quantitative Strategies’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
2024
Q4 		– Sell
-6,789
Closed -$346K – 992
2024
Q3 		$346K Buy
+6,789
New +$352K 0.06% 399
2023
Q4 		– Sell
-6,154
Closed -$225K – 1245
2023
Q3 		$225K Buy
+6,154
New +$245K 0.03% 768
2023
Q2 		– Sell
-13,758
Closed -$517K – 1327
2023
Q1 		$517K Buy
+13,758
New +$632K 0.05% 511
2021
Q4 		– Sell
-8,624
Closed -$442K – 1272
2021
Q3 		$442K Buy
+8,624
New +$388K 0.05% 585

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Occudo Quantitative Strategies's WSFS Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 6,789 shares — an estimated $346K sold.

Occudo Quantitative Strategies first reported a position in WSFS in Q3 2021 and held it in 4 quarters. The position peaked at $517K in Q1 2023. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,789 WSFS Financial shares in Q4 2024, an estimated $346K.
  • Occudo Quantitative Strategies first reported a position in WSFS Financial in Q3 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's WSFS Financial position peaked at $517K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.