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Prestige Wealth Management Group’s WSFS Financial WSFS Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-18
Closed -$1K – 1150
2018
Q4 		$1K Buy
+18
New +$758 ﹤0.01% 1150

Other funds holding WSFS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Prestige Wealth Management Group's WSFS Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of WSFS Financial (WSFS) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in WSFS in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 190 funds tracked by Wall St. Rank hold WSFS as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining WSFS Financial position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 18 WSFS Financial shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in WSFS Financial in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's WSFS Financial position peaked at $1K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.