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TFO Wealth Partners’s WSFS Financial WSFS Stock Holding History

TFO Wealth Partners’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
-2
Closed -$90 – 759
2024
Q1 		$90 Hold
2
– – ﹤0.01% 657
2023
Q4 		$92 Hold
2
– – ﹤0.01% 808
2023
Q3 		$75 Hold
2
– – ﹤0.01% 1008
2023
Q2 		$75 Hold
2
– – ﹤0.01% 714
2023
Q1 		$75 Hold
2
– – ﹤0.01% 699
2022
Q4 		$350 Buy
+2
New +$94 ﹤0.01% 537

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

TFO Wealth Partners's WSFS Position: Q2 2024 in Review

TFO Wealth Partners sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 2 shares — an estimated $90 sold.

TFO Wealth Partners first reported a position in WSFS in Q4 2022 and held it in 6 quarters. The position peaked at $350 in Q4 2022. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

  • TFO Wealth Partners reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 WSFS Financial shares in Q2 2024, an estimated $90.
  • TFO Wealth Partners first reported a position in WSFS Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's WSFS Financial position peaked at $350 in Q4 2022.
  • 232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.