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Pinz Capital Management’s WSFS Financial WSFS Stock Holding History

Pinz Capital 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
2020
Q1 		– Sell
-1,600
Closed -$70K – 343
2019
Q4 		$70K Buy
+1,600
New +$69.9K 0.03% 192

Other funds holding WSFS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinz Capital Management's WSFS Position: Q1 2020 in Review

Pinz Capital Management sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 1,600 shares — an estimated $70K sold.

Pinz Capital Management first reported a position in WSFS in Q4 2019 and held it in 1 quarter. The position peaked at $70K in Q4 2019. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

  • Pinz Capital Management reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
  • Pinz Capital Management sold 1,600 WSFS Financial shares in Q1 2020, an estimated $70K.
  • Pinz Capital Management first reported a position in WSFS Financial in Q4 2019 and held it in 1 quarter.
  • Pinz Capital Management's WSFS Financial position peaked at $70K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on Pinz Capital Management's 13F filing for Q1 2020, filed 12 May 2020.