SeaCrest Wealth Management’s WSFS Financial WSFS Stock Holding History

SeaCrest Wealth Management’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
2023 Q1	–	Sell	-6,933	Closed	-$314K	–	673
2022 Q4	$314K	Hold	6,933	–	–	0.05%	439
2022 Q3	$322K	Hold	6,933	–	–	0.05%	419
2022 Q2	$278K	Hold	6,933	–	–	0.04%	489
2022 Q1	$323K	Hold	6,933	–	–	0.04%	486
2021 Q4	$347K	Hold	6,933	–	–	0.04%	466
2021 Q3	$356K	Hold	6,933	–	–	0.04%	443
2021 Q2	$323K	Sell	6,933 -14	-0.2%	-$713	0.04%	472
2021 Q1	$346K	Sell	6,947 -19	-0.3%	-$915	0.05%	418
2020 Q4	$313K	Sell	6,966 -2,918	-30%	-$107K	0.04%	418
2020 Q3	$267K	Buy	9,884 +33	+0.3%	+$932	0.04%	434
2020 Q2	$283K	Hold	9,851	–	–	0.05%	406
2020 Q1	$245K	Hold	9,851	–	–	0.05%	382
2019 Q4	$433K	Buy	9,851 +331	+3%	+$14.5K	0.07%	314
2019 Q3	$420K	Hold	9,520	–	–	0.08%	302
2019 Q2	$393K	Sell	9,520 -8,918	-48%	-$370K	0.08%	307
2019 Q1	$712K	Buy	+18,438	New	+$767K	0.12%	172

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

SeaCrest Wealth Management's WSFS Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 6,933 shares — an estimated $314K sold.

SeaCrest Wealth Management first reported a position in WSFS in Q1 2019 and held it in 16 quarters. The position peaked at $712K in Q1 2019. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

SeaCrest Wealth Management reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 6,933 WSFS Financial shares in Q1 2023, an estimated $314K.
SeaCrest Wealth Management first reported a position in WSFS Financial in Q1 2019 and held it in 16 quarters.
SeaCrest Wealth Management's WSFS Financial position peaked at $712K in Q1 2019.
225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.