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Sutton Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-453
Closed -$20.5K – 1573
2022
Q4 		$20.5K Buy
453
+2
+0.4% +$94 0.01% 684
2022
Q3 		$21K Buy
451
+180
+66% +$8.41K 0.01% 647
2022
Q2 		$10.9K Sell
271
-781
-74% -$32.1K ﹤0.01% 877
2022
Q1 		$49K Buy
1,052
+688
+189% +$35.7K 0.02% 406
2021
Q4 		$18.2K Buy
364
+11
+3% +$576 0.01% 738
2021
Q3 		$18.1K Buy
353
+87
+33% +$3.91K 0.01% 724
2021
Q2 		$12.4K Buy
+266
New +$13.5K ﹤0.01% 840

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sutton Wealth Advisors's WSFS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 453 shares — an estimated $20.5K sold.

Sutton Wealth Advisors first reported a position in WSFS in Q2 2021 and held it in 7 quarters. The position peaked at $49K in Q1 2022. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 453 WSFS Financial shares in Q1 2023, an estimated $20.5K.
  • Sutton Wealth Advisors first reported a position in WSFS Financial in Q2 2021 and held it in 7 quarters.
  • Sutton Wealth Advisors's WSFS Financial position peaked at $49K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.