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TCI Wealth Advisors’s WSFS Financial WSFS Stock Holding History

TCI 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
Q2 		– Sell
-275
Closed -$10.3K – 2254
2023
Q1 		$10.3K Sell
275
-1
-0.4% -$46 ﹤0.01% 1070
2022
Q4 		$12.5K Sell
276
-1
-0.4% -$47 ﹤0.01% 923
2022
Q3 		$13K Buy
277
+4
+1% +$187 ﹤0.01% 884
2022
Q2 		$11K Sell
273
-103
-27% -$4.24K ﹤0.01% 977
2022
Q1 		$18K Buy
376
+273
+265% +$14.1K ﹤0.01% 751
2021
Q4 		$5K Hold
103
– – ﹤0.01% 1734
2021
Q3 		$5K Buy
+103
New +$4.63K ﹤0.01% 1668

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
Geode Capital Management
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TCI Wealth Advisors's WSFS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WSFS Financial (WSFS) in Q2 2023, closing a stake of 275 shares — an estimated $10.3K sold.

TCI Wealth Advisors first reported a position in WSFS in Q3 2021 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 208 funds tracked by Wall St. Rank hold WSFS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining WSFS Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 275 WSFS Financial shares in Q2 2023, an estimated $10.3K.
  • TCI Wealth Advisors first reported a position in WSFS Financial in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's WSFS Financial position peaked at $18K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.