Point72 Hong Kong’s WSFS Financial WSFS Stock Holding History

Point72 Hong Kong’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	-513	Closed	-$24K	–	1700
2022 Q3	$24K	Sell	513 -3,267	-86%	-$153K	﹤0.01%	1594
2022 Q2	$152K	Buy	+3,780	New	+$156K	0.01%	1059
2022 Q1	–	Sell	-638	Closed	-$32K	–	2379
2021 Q4	$32K	Buy	+638	New	+$33.4K	﹤0.01%	1460
2021 Q3	–	Sell	-2,150	Closed	-$100K	–	2494
2021 Q2	$100K	Buy	+2,150	New	+$110K	﹤0.01%	1321
2020 Q1	–	Sell	-15	Closed	-$1K	–	1403
2019 Q4	$1K	Buy	+15	New	+$656	﹤0.01%	1109
2019 Q2	–	Sell	-100	Closed	-$4K	–	1437
2019 Q1	$4K	Buy	+100	New	+$4.16K	﹤0.01%	844
2018 Q4	–	Sell	-20	Closed	-$1K	–	1238
2018 Q3	$1K	Buy	+20	New	+$1.03K	﹤0.01%	834

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Point72 Hong Kong's WSFS Position: Q4 2022 in Review

Point72 Hong Kong sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 513 shares — an estimated $24K sold.

Point72 Hong Kong first reported a position in WSFS in Q3 2018 and held it in 7 quarters. The position peaked at $152K in Q2 2022. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

Point72 Hong Kong reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
Point72 Hong Kong sold 513 WSFS Financial shares in Q4 2022, an estimated $24K.
Point72 Hong Kong first reported a position in WSFS Financial in Q3 2018 and held it in 7 quarters.
Point72 Hong Kong's WSFS Financial position peaked at $152K in Q2 2022.
231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on Point72 Hong Kong's 13F filing for Q4 2022, filed 14 Feb 2023.