Summit Securities Group’s WSFS Financial WSFS Stock Holding History

Summit Securities Group’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	-1	Closed	–	–	1119
2023 Q1	$0	Buy	+1	New	+$46	﹤0.01%	1349

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

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Summit Securities Group's WSFS Position: Q2 2023 in Review

Summit Securities Group sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in WSFS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

Summit Securities Group reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 1 WSFS Financial share in Q2 2023.
Summit Securities Group first reported a position in WSFS Financial in Q1 2023 and held it in 1 quarter.
Summit Securities Group's WSFS Financial position peaked at $0 in Q1 2023.
208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.