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Richard Bernstein Advisors’s WSFS Financial WSFS Stock Holding History

Richard Bernstein 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
2021
Q4 		– Sell
-110,654
Closed -$5.68M – 322
2021
Q3 		$5.68M Buy
110,654
+4,918
+5% +$221K 0.11% 85
2021
Q2 		$4.92M Hold
105,736
– – 0.1% 94
2021
Q1 		$5.26M Hold
105,736
– – 0.12% 81
2020
Q4 		$4.75M Buy
+105,736
New +$3.88M 0.12% 84

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 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richard Bernstein Advisors's WSFS Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of WSFS Financial (WSFS) in Q4 2021, closing a stake of 110,654 shares — an estimated $5.68M sold.

Richard Bernstein Advisors first reported a position in WSFS in Q4 2020 and held it in 4 quarters. The position peaked at $5.68M in Q3 2021. 202 funds tracked by Wall St. Rank hold WSFS as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining WSFS Financial position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 110,654 WSFS Financial shares in Q4 2021, an estimated $5.68M.
  • Richard Bernstein Advisors first reported a position in WSFS Financial in Q4 2020 and held it in 4 quarters.
  • Richard Bernstein Advisors's WSFS Financial position peaked at $5.68M in Q3 2021.
  • 202 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.