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Olympiad Research’s WSFS Financial WSFS Stock Holding History

Olympiad Research’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
Q3 		– Sell
-4,547
Closed -$214K – 486
2024
Q2 		$214K Sell
4,547
-3,936
-46% -$174K 0.16% 273
2024
Q1 		$383K Buy
+8,483
New +$369K 0.25% 134
2023
Q4 		– Sell
-7,243
Closed -$264K – 445
2023
Q3 		$264K Buy
+7,243
New +$289K 0.26% 167
2020
Q4 		– Sell
-8,245
Closed -$222K – 357
2020
Q3 		$222K Buy
+8,245
New +$233K 0.11% 261

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Olympiad Research's WSFS Position: Q3 2024 in Review

Olympiad Research sold out of WSFS Financial (WSFS) in Q3 2024, closing a stake of 4,547 shares — an estimated $214K sold.

Olympiad Research first reported a position in WSFS in Q3 2020 and held it in 4 quarters. The position peaked at $383K in Q1 2024. 264 funds tracked by Wall St. Rank hold WSFS as of Q3 2024.

  • Olympiad Research reported no remaining WSFS Financial position as of Q3 2024 after selling out during the quarter.
  • Olympiad Research sold 4,547 WSFS Financial shares in Q3 2024, an estimated $214K.
  • Olympiad Research first reported a position in WSFS Financial in Q3 2020 and held it in 4 quarters.
  • Olympiad Research's WSFS Financial position peaked at $383K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2024.

Based on Olympiad Research's 13F filing for Q3 2024, filed 31 Oct 2024.