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WSFS icon

SignatureFD’s WSFS Financial WSFS Stock Holding History

SignatureFD’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
Q2 		– Sell
-26
Closed -$978 – 3379
2023
Q1 		$978 Hold
26
– – ﹤0.01% 3002
2022
Q4 		$1.18K Sell
26
-1
-4% -$47 ﹤0.01% 2939
2022
Q3 		$1K Hold
27
– – ﹤0.01% 3053
2022
Q2 		$1K Sell
27
-89
-77% -$3.66K ﹤0.01% 3036
2022
Q1 		$5K Buy
116
+33
+40% +$1.71K ﹤0.01% 2525
2021
Q4 		$4K Hold
83
– – ﹤0.01% 2524
2021
Q3 		$4K Hold
83
– – ﹤0.01% 2470
2021
Q2 		$4K Sell
83
-25
-23% -$1.27K ﹤0.01% 2391
2021
Q1 		$5K Buy
108
+13
+14% +$626 ﹤0.01% 2182
2020
Q4 		$4K Buy
95
+59
+164% +$2.16K ﹤0.01% 2073
2020
Q3 		$1K Sell
36
-7
-16% -$198 ﹤0.01% 2521
2020
Q2 		$1K Sell
43
-106
-71% -$2.81K ﹤0.01% 2408
2020
Q1 		$4K Buy
149
+123
+473% +$4.45K ﹤0.01% 1769
2019
Q4 		$1K Sell
26
-6
-19% -$262 ﹤0.01% 2124
2019
Q3 		$1K Buy
+32
New +$1.35K ﹤0.01% 2030
2013
Q4 		– Sell
-12
Closed – – 816
2013
Q3 		$0 Hold
12
– – ﹤0.01% 773
2013
Q2 		$0 Buy
+12
New +$199 ﹤0.01% 631

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SignatureFD's WSFS Position: Q2 2023 in Review

SignatureFD sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 26 shares — an estimated $978 sold.

SignatureFD first reported a position in WSFS in Q2 2013 and held it in 17 quarters. The position peaked at $5K in Q1 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • SignatureFD reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • SignatureFD sold 26 WSFS Financial shares in Q2 2023, an estimated $978.
  • SignatureFD first reported a position in WSFS Financial in Q2 2013 and held it in 17 quarters.
  • SignatureFD's WSFS Financial position peaked at $5K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on SignatureFD's 13F filing for Q2 2023, filed 1 Aug 2023.