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Tiedemann Advisors’s WSFS Financial WSFS Stock Holding History

Tiedemann 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
2020
Q3 		– Sell
-7,404
Closed -$212K – 334
2020
Q2 		$212K Sell
7,404
-16,170
-69% -$428K 0.01% 277
2020
Q1 		$587K Buy
23,574
+7,404
+46% +$268K 0.04% 191
2019
Q4 		$711K Hold
16,170
– – 0.03% 187
2019
Q3 		$713K Hold
16,170
– – 0.03% 200
2019
Q2 		$668K Hold
16,170
– – 0.03% 182
2019
Q1 		$624K Hold
16,170
– – 0.03% 275
2018
Q4 		$613K Hold
16,170
– – 0.03% 263
2018
Q3 		$762K Hold
16,170
– – 0.05% 193
2018
Q2 		$862K Buy
+16,170
New +$839K 0.06% 178

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Advisors's WSFS Position: Q3 2020 in Review

Tiedemann Advisors sold out of WSFS Financial (WSFS) in Q3 2020, closing a stake of 7,404 shares — an estimated $212K sold.

Tiedemann Advisors first reported a position in WSFS in Q2 2018 and held it in 9 quarters. The position peaked at $862K in Q2 2018. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

  • Tiedemann Advisors reported no remaining WSFS Financial position as of Q3 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 7,404 WSFS Financial shares in Q3 2020, an estimated $212K.
  • Tiedemann Advisors first reported a position in WSFS Financial in Q2 2018 and held it in 9 quarters.
  • Tiedemann Advisors's WSFS Financial position peaked at $862K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Tiedemann Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.