TD Asset Management
WSFS icon

TD Asset Management’s WSFS Financial WSFS Stock Holding History

TD Asset Management’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
2024
Q2 		– Sell
-5,000
Closed -$226K – 1434
2024
Q1 		$226K Sell
5,000
-1,900
-28% -$82.7K ﹤0.01% 1349
2023
Q4 		$317K Buy
+6,900
New +$271K ﹤0.01% 1336
2019
Q4 		– Sell
-21,896
Closed -$966K – 1422
2019
Q3 		$966K Buy
21,896
+1,800
+9% +$75.7K ﹤0.01% 1057
2019
Q2 		$830K Sell
20,096
-800
-4% -$33.2K ﹤0.01% 1088
2019
Q1 		$807K Buy
+20,896
New +$869K ﹤0.01% 1086
2018
Q4 		– Sell
-16,444
Closed -$775K – 1440
2018
Q3 		$775K Buy
16,444
+1,944
+13% +$100K ﹤0.01% 1208
2018
Q2 		$773K Hold
14,500
– – ﹤0.01% 1186
2018
Q1 		$695K Sell
14,500
-200
-1% -$9.89K ﹤0.01% 1137
2017
Q4 		$703K Buy
14,700
+1,900
+15% +$93.7K ﹤0.01% 1132
2017
Q3 		$624K Buy
+12,800
New +$577K ﹤0.01% 1135

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management's WSFS Position: Q2 2024 in Review

TD Asset Management sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 5,000 shares — an estimated $226K sold.

TD Asset Management first reported a position in WSFS in Q3 2017 and held it in 10 quarters. The position peaked at $966K in Q3 2019. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • TD Asset Management reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • TD Asset Management sold 5,000 WSFS Financial shares in Q2 2024, an estimated $226K.
  • TD Asset Management first reported a position in WSFS Financial in Q3 2017 and held it in 10 quarters.
  • TD Asset Management's WSFS Financial position peaked at $966K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on TD Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.