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Pictet Asset Management (Switzerland)’s WSFS Financial WSFS Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$217K Sell
5,760
-1,465
-20% -$52.1K ﹤0.01% 1672
2023
Q1 		$272K Hold
7,225
– – ﹤0.01% 1557
2022
Q4 		$328K Buy
+7,225
New +$340K ﹤0.01% 1452

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WSFS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its WSFS Financial (WSFS) stake by 20% in Q2 2023, selling an estimated $52.1K and leaving 5,760 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Pictet Asset Management (Switzerland) first reported a position in WSFS in Q4 2022 and has held it in 3 quarters since. The position peaked at $328K in Q4 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 5,760 shares of WSFS Financial worth $217K as of Q2 2023.
  • Pictet Asset Management (Switzerland) sold 1,465 WSFS Financial shares in Q2 2023, an estimated $52.1K.
  • WSFS Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1672 holding.
  • Pictet Asset Management (Switzerland) first reported a position in WSFS Financial in Q4 2022 and has held it in 3 quarters since.
  • Pictet Asset Management (Switzerland)'s WSFS Financial position peaked at $328K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.