OAM
WSFS icon

Oppenheimer Asset Management’s WSFS Financial WSFS Stock Holding History

Oppenheimer Asset 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
2020
Q2 		– Sell
-1,233
Closed -$31K – 1448
2020
Q1 		$31K Sell
1,233
-95
-7% -$3.43K ﹤0.01% 1334
2019
Q4 		$58K Buy
1,328
+39
+3% +$1.7K ﹤0.01% 1319
2019
Q3 		$57K Sell
1,289
-428
-25% -$18K ﹤0.01% 1322
2019
Q2 		$71K Sell
1,717
-387
-18% -$16K ﹤0.01% 1300
2019
Q1 		$81K Sell
2,104
-30
-1% -$1.25K ﹤0.01% 1266
2018
Q4 		$81K Buy
+2,134
New +$89.8K ﹤0.01% 1232
2017
Q4 		– Sell
-2,716
Closed -$132K – 1498
2017
Q3 		$132K Sell
2,716
-273
-9% -$12.3K ﹤0.01% 1144
2017
Q2 		$136K Sell
2,989
-170
-5% -$7.77K ﹤0.01% 1122
2017
Q1 		$145K Buy
+3,159
New +$144K ﹤0.01% 1111

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oppenheimer Asset Management's WSFS Position: Q2 2020 in Review

Oppenheimer Asset Management sold out of WSFS Financial (WSFS) in Q2 2020, closing a stake of 1,233 shares — an estimated $31K sold.

Oppenheimer Asset Management first reported a position in WSFS in Q1 2017 and held it in 9 quarters. The position peaked at $145K in Q1 2017. 169 funds tracked by Wall St. Rank hold WSFS as of Q2 2020.

  • Oppenheimer Asset Management reported no remaining WSFS Financial position as of Q2 2020 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,233 WSFS Financial shares in Q2 2020, an estimated $31K.
  • Oppenheimer Asset Management first reported a position in WSFS Financial in Q1 2017 and held it in 9 quarters.
  • Oppenheimer Asset Management's WSFS Financial position peaked at $145K in Q1 2017.
  • 169 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2020.

Based on Oppenheimer Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.