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Picton Mahoney Asset Management’s WSFS Financial WSFS Stock Holding History

Picton Mahoney 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
2023
Q4 		– Sell
-320
Closed -$12K – 508
2023
Q3 		$12K Buy
+320
New +$12.8K ﹤0.01% 346

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Picton Mahoney Asset Management's WSFS Position: Q4 2023 in Review

Picton Mahoney Asset Management sold out of WSFS Financial (WSFS) in Q4 2023, closing a stake of 320 shares — an estimated $12K sold.

Picton Mahoney Asset Management first reported a position in WSFS in Q3 2023 and held it in 1 quarter. The position peaked at $12K in Q3 2023. 242 funds tracked by Wall St. Rank hold WSFS as of Q4 2023.

  • Picton Mahoney Asset Management reported no remaining WSFS Financial position as of Q4 2023 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 320 WSFS Financial shares in Q4 2023, an estimated $12K.
  • Picton Mahoney Asset Management first reported a position in WSFS Financial in Q3 2023 and held it in 1 quarter.
  • Picton Mahoney Asset Management's WSFS Financial position peaked at $12K in Q3 2023.
  • 242 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2023.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.