RJFSA
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Raymond James Financial Services Advisors’s WSFS Financial WSFS Stock Holding History

Raymond James Financial Services 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
2022
Q4 		– Sell
-5,534
Closed -$257K – 3395
2022
Q3 		$257K Buy
+5,534
New +$259K ﹤0.01% 2671
2022
Q1 		– Sell
-4,032
Closed -$202K – 3484
2021
Q4 		$202K Sell
4,032
-193
-5% -$10.1K ﹤0.01% 2976
2021
Q3 		$217K Sell
4,225
-1,171
-22% -$52.7K ﹤0.01% 2920
2021
Q2 		$251K Sell
5,396
-34
-0.6% -$1.73K ﹤0.01% 2843
2021
Q1 		$270K Hold
5,430
– – ﹤0.01% 2700
2020
Q4 		$244K Buy
+5,430
New +$199K ﹤0.01% 2586
2020
Q1 		– Sell
-6,707
Closed -$295K – 2881
2019
Q4 		$295K Sell
6,707
-2,249
-25% -$98.3K ﹤0.01% 2329
2019
Q3 		$395K Buy
8,956
+2,408
+37% +$101K ﹤0.01% 2060
2019
Q2 		$270K Sell
6,548
-3,648
-36% -$151K ﹤0.01% 2331
2019
Q1 		$394K Sell
10,196
-2,631
-21% -$109K ﹤0.01% 2042
2018
Q4 		$486K Buy
12,827
+2,295
+22% +$96.6K ﹤0.01% 1691
2018
Q3 		$497K Hold
10,532
– – ﹤0.01% 1916
2018
Q2 		$561K Sell
10,532
-67
-0.6% -$3.47K ﹤0.01% 1795
2018
Q1 		$508K Sell
10,599
-1,970
-16% -$97.4K ﹤0.01% 1709
2017
Q4 		$601K Hold
12,569
– – ﹤0.01% 1605
2017
Q3 		$613K Sell
12,569
-300
-2% -$13.5K ﹤0.01% 1597
2017
Q2 		$584K Hold
12,869
– – ﹤0.01% 1596
2017
Q1 		$591K Buy
+12,869
New +$585K ﹤0.01% 1480

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Raymond James Financial Services Advisors's WSFS Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 5,534 shares — an estimated $257K sold.

Raymond James Financial Services Advisors first reported a position in WSFS in Q1 2017 and held it in 18 quarters. The position peaked at $613K in Q3 2017. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 5,534 WSFS Financial shares in Q4 2022, an estimated $257K.
  • Raymond James Financial Services Advisors first reported a position in WSFS Financial in Q1 2017 and held it in 18 quarters.
  • Raymond James Financial Services Advisors's WSFS Financial position peaked at $613K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.