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Stieven Capital Advisors’s WSFS Financial WSFS Stock Holding History

Stieven Capital 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
2020
Q4 		– Sell
-60,000
Closed -$1.62M – 52
2020
Q3 		$1.62M Buy
+60,000
New +$1.69M 0.38% 46
2020
Q1 		– Sell
-130,546
Closed -$5.74M – 56
2019
Q4 		$5.74M Hold
130,546
– – 0.9% 46
2019
Q3 		$5.76M Buy
+130,546
New +$5.49M 1.05% 42

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stieven Capital Advisors's WSFS Position: Q4 2020 in Review

Stieven Capital Advisors sold out of WSFS Financial (WSFS) in Q4 2020, closing a stake of 60,000 shares — an estimated $1.62M sold.

Stieven Capital Advisors first reported a position in WSFS in Q3 2019 and held it in 3 quarters. The position peaked at $5.76M in Q3 2019. 167 funds tracked by Wall St. Rank hold WSFS as of Q4 2020.

  • Stieven Capital Advisors reported no remaining WSFS Financial position as of Q4 2020 after selling out during the quarter.
  • Stieven Capital Advisors sold 60,000 WSFS Financial shares in Q4 2020, an estimated $1.62M.
  • Stieven Capital Advisors first reported a position in WSFS Financial in Q3 2019 and held it in 3 quarters.
  • Stieven Capital Advisors's WSFS Financial position peaked at $5.76M in Q3 2019.
  • 167 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2020.

Based on Stieven Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.