Susquehanna Fundamental Investments’s WSFS Financial WSFS Stock Holding History

Susquehanna Fundamental Investments’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	-22,039	Closed	-$829K	–	897
2023 Q1	$829K	Sell	22,039 -6,420	-23%	-$295K	0.02%	562
2022 Q4	$1.29M	Buy	28,459 +186	+0.7%	+$8.75K	0.02%	592
2022 Q3	$1.31M	Buy	+28,273	New	+$1.32M	0.02%	712
2022 Q1	$1.67M	Buy	+35,738	New	+$1.85M	0.03%	651

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

Susquehanna Fundamental Investments's WSFS Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 22,039 shares — an estimated $829K sold.

Susquehanna Fundamental Investments first reported a position in WSFS in Q1 2022 and held it in 4 quarters. The position peaked at $1.67M in Q1 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 22,039 WSFS Financial shares in Q2 2023, an estimated $829K.
Susquehanna Fundamental Investments first reported a position in WSFS Financial in Q1 2022 and held it in 4 quarters.
Susquehanna Fundamental Investments's WSFS Financial position peaked at $1.67M in Q1 2022.
208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.