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Resources Management Corp’s WSFS Financial WSFS Stock Holding History

Resources Management Corp’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
2024
Q1 		– Sell
-13,995
Closed -$643K – 460
2023
Q4 		$643K Hold
13,995
– – 0.1% 139
2023
Q3 		$511K Hold
13,995
– – 0.08% 146
2023
Q2 		$528K Buy
13,995
+13,820
+7,897% +$491K 0.08% 144
2023
Q1 		$3K Sell
175
-13,820
-99% -$634K ﹤0.01% 433
2022
Q4 		$635K Hold
13,995
– – 0.1% 146
2022
Q3 		$650K Hold
13,995
– – 0.11% 148
2022
Q2 		$561K Buy
+13,995
New +$576K 0.09% 162

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Resources Management Corp's WSFS Position: Q1 2024 in Review

Resources Management Corp sold out of WSFS Financial (WSFS) in Q1 2024, closing a stake of 13,995 shares — an estimated $643K sold.

Resources Management Corp first reported a position in WSFS in Q2 2022 and held it in 7 quarters. The position peaked at $650K in Q3 2022. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.

  • Resources Management Corp reported no remaining WSFS Financial position as of Q1 2024 after selling out during the quarter.
  • Resources Management Corp sold 13,995 WSFS Financial shares in Q1 2024, an estimated $643K.
  • Resources Management Corp first reported a position in WSFS Financial in Q2 2022 and held it in 7 quarters.
  • Resources Management Corp's WSFS Financial position peaked at $650K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.

Based on Resources Management Corp's 13F filing for Q1 2024, filed 15 May 2024.