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Sterling Investment Advisors (Pennsylvania)’s WSFS Financial WSFS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-3,020
Closed -$121K – 529
2022
Q2 		$121K Hold
3,020
– – 0.04% 160
2022
Q1 		$141K Hold
3,020
– – 0.04% 165
2021
Q4 		$151K Sell
3,020
-400
-12% -$21K 0.04% 164
2021
Q3 		$175K Sell
3,420
-300
-8% -$13.5K 0.05% 153
2021
Q2 		$173K Buy
3,720
+700
+23% +$35.7K 0.05% 154
2021
Q1 		$150K Hold
3,020
– – 0.05% 156
2020
Q4 		$136K Hold
3,020
– – 0.05% 158
2020
Q3 		$81K Hold
3,020
– – 0.03% 182
2020
Q2 		$86K Hold
3,020
– – 0.04% 175
2020
Q1 		$75K Hold
3,020
– – 0.04% 162
2019
Q4 		$132K Sell
3,020
-2,250
-43% -$98.3K 0.06% 139
2019
Q3 		$232K Hold
5,270
– – 0.12% 99
2019
Q2 		$218K Sell
5,270
-128
-2% -$5.31K 0.11% 107
2019
Q1 		$208K Buy
5,398
+225
+4% +$9.36K 0.11% 114
2018
Q4 		$196K Hold
5,173
– – 0.12% 108
2018
Q3 		$244K Buy
5,173
+13
+0.3% +$669 0.13% 107
2018
Q2 		$275K Sell
5,160
-1,400
-21% -$72.6K 0.16% 98
2018
Q1 		$314K Sell
6,560
-4,250
-39% -$210K 0.19% 90
2017
Q4 		$517K Sell
10,810
-3,100
-22% -$153K 0.32% 75
2017
Q3 		$678K Sell
13,910
-4,500
-24% -$203K 0.45% 66
2017
Q2 		$835K Sell
18,410
-1,100
-6% -$50.3K 0.56% 54
2017
Q1 		$896K Hold
19,510
– – 0.64% 49
2016
Q4 		$904K Buy
+19,510
New +$784K 0.72% 45

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WSFS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of WSFS Financial (WSFS) in Q3 2022, closing a stake of 3,020 shares — an estimated $121K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WSFS in Q4 2016 and held it in 23 quarters. The position peaked at $904K in Q4 2016. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining WSFS Financial position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3,020 WSFS Financial shares in Q3 2022, an estimated $121K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in WSFS Financial in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s WSFS Financial position peaked at $904K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.