Paces Ferry Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Paces Ferry Wealth Advisors’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 Q4	–	Sell	-8	Closed	–	–	1111
2020 Q3	$0	Buy	+8	New	+$226	﹤0.01%	1259

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Paces Ferry Wealth Advisors's WSFS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of WSFS Financial (WSFS) in Q4 2020, closing a stake of 8 shares.

Paces Ferry Wealth Advisors first reported a position in WSFS in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 167 funds tracked by Wall St. Rank hold WSFS as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining WSFS Financial position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 8 WSFS Financial shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in WSFS Financial in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's WSFS Financial position peaked at $0 in Q3 2020.
167 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.