Simplex Trading
WSFS icon

Simplex Trading’s WSFS Financial WSFS Stock Holding History

Simplex Trading’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
-30
Closed -$1K – 10271
2022
Q4 		$1K Sell
30
-212
-88% -$9.97K ﹤0.01% 8957
2022
Q3 		$11K Buy
242
+224
+1,244% +$10.5K ﹤0.01% 8181
2022
Q2 		$0 Buy
+18
New +$741 ﹤0.01% 11245
2022
Q1 		– Sell
-236
Closed -$12.2K – 11519
2021
Q4 		$11K Buy
+236
New +$12.4K ﹤0.01% 8967
2020
Q4 		– Sell
-739
Closed -$27.1K – 9181
2020
Q3 		$19K Buy
+739
New +$20.9K ﹤0.01% 6409

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplex Trading's WSFS Position: Q1 2023 in Review

Simplex Trading sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 30 shares — an estimated $1K sold.

Simplex Trading first reported a position in WSFS in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • Simplex Trading reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • Simplex Trading sold 30 WSFS Financial shares in Q1 2023, an estimated $1K.
  • Simplex Trading first reported a position in WSFS Financial in Q3 2020 and held it in 5 quarters.
  • Simplex Trading's WSFS Financial position peaked at $19K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on Simplex Trading's 13F filing for Q1 2023, filed 27 Apr 2023.