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Pillar Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Pillar 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
2023
Q2 		– Sell
-10,027
Closed -$377K – 70
2023
Q1 		$377K Hold
10,027
– – 0.38% 44
2022
Q4 		$455K Hold
10,027
– – 0.44% 42
2022
Q3 		$466K Hold
10,027
– – 0.46% 36
2022
Q2 		$402K Hold
10,027
– – 0.41% 38
2022
Q1 		$467K Hold
10,027
– – 0.45% 34
2021
Q4 		$503K Buy
+10,027
New +$525K 0.48% 32

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
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 $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
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

Pillar Wealth Advisors's WSFS Position: Q2 2023 in Review

Pillar Wealth Advisors sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 10,027 shares — an estimated $377K sold.

Pillar Wealth Advisors first reported a position in WSFS in Q4 2021 and held it in 6 quarters. The position peaked at $503K in Q4 2021. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • Pillar Wealth Advisors reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • Pillar Wealth Advisors sold 10,027 WSFS Financial shares in Q2 2023, an estimated $377K.
  • Pillar Wealth Advisors first reported a position in WSFS Financial in Q4 2021 and held it in 6 quarters.
  • Pillar Wealth Advisors's WSFS Financial position peaked at $503K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Pillar Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.