PFO
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Pathstone Family Office’s WSFS Financial WSFS Stock Holding History

Pathstone Family Office’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
2023
Q3 		$266K Buy
+7,291
New +$291K ﹤0.01% 1365
2021
Q1 		– Sell
-5
Closed – – 1357
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1353
2020
Q3 		$0 Sell
5
-5
-50% -$141 ﹤0.01% 1012
2020
Q2 		$0 Buy
+10
New +$265 ﹤0.01% 988

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Pathstone Family Office's WSFS Position: Q3 2023 in Review

Pathstone Family Office opened a new position in WSFS Financial (WSFS) in Q3 2023: 7,291 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in WSFS as recently as Q4 2020.

Pathstone Family Office first reported a position in WSFS in Q2 2020 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

  • Pathstone Family Office held 7,291 shares of WSFS Financial worth $266K as of Q3 2023.
  • WSFS Financial was a new Pathstone Family Office position in Q3 2023.
  • WSFS Financial made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1365 holding.
  • Pathstone Family Office first reported a position in WSFS Financial in Q2 2020 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.