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PEAK6 Investments’s WSFS Financial WSFS Stock Holding History

PEAK6 Investments’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
2022
Q4 		– Sell
-6,500
Closed -$302K – 5309
2022
Q3 		$302K Hold
6,500
– – ﹤0.01% 3345
2022
Q2 		$261K Buy
+6,500
New +$268K ﹤0.01% 4512
2021
Q2 		– Sell
-6,800
Closed -$339K – 5857
2021
Q1 		$339K Sell
6,800
-4,200
-38% -$202K ﹤0.01% 3532
2020
Q4 		$494K Buy
+11,000
New +$403K ﹤0.01% 3092
2020
Q3 		– Sell
-34,000
Closed -$976K – 4978
2020
Q2 		$976K Buy
34,000
+2,400
+8% +$63.5K ﹤0.01% 2110
2020
Q1 		$787K Buy
+31,600
New +$1.14M ﹤0.01% 1692

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

PEAK6 Investments's WSFS Position: Q4 2022 in Review

PEAK6 Investments sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 472 shares — an estimated $22K sold.

PEAK6 Investments first reported a position in WSFS in Q1 2020 and held it in 6 quarters. The position peaked at $336K in Q2 2020. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • PEAK6 Investments reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • PEAK6 Investments sold 472 WSFS Financial shares in Q4 2022, an estimated $22K.
  • PEAK6 Investments first reported a position in WSFS Financial in Q1 2020 and held it in 6 quarters.
  • PEAK6 Investments's WSFS Financial position peaked at $336K in Q2 2020.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on PEAK6 Investments's 13F filing for Q4 2022, filed 10 Feb 2023.