Tower Bridge Advisors’s WSFS Financial WSFS Stock Holding History

Tower Bridge 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
2024 Q1	–	Sell	-4,582	Closed	-$210K	–	223
2023 Q4	$210K	Buy	+4,582	New	+$180K	0.02%	220
2023 Q2	–	Sell	-8,232	Closed	-$310K	–	228
2023 Q1	$310K	Sell	8,232 -400	-5%	-$18.4K	0.03%	205
2022 Q4	$391K	Hold	8,632	–	–	0.03%	190
2022 Q3	$401K	Sell	8,632 -1,260	-13%	-$58.9K	0.04%	184
2022 Q2	$397K	Hold	9,892	–	–	0.03%	193
2022 Q1	$461K	Buy	+9,892	New	+$513K	0.03%	198
2018 Q3	–	Sell	-4,000	Closed	-$213K	–	209
2018 Q2	$213K	Buy	+4,000	New	+$207K	0.02%	194
2017 Q4	–	Sell	-5,000	Closed	-$244K	–	215
2017 Q3	$244K	Sell	5,000 -1,000	-17%	-$45.1K	0.03%	183
2017 Q2	$272K	Hold	6,000	–	–	0.03%	176
2017 Q1	$276K	Sell	6,000 -1,409	-19%	-$64K	0.03%	173
2016 Q4	$343K	Hold	7,409	–	–	0.04%	166
2016 Q3	$270K	Buy	+7,409	New	+$267K	0.03%	177

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tower Bridge Advisors's WSFS Position: Q1 2024 in Review

Tower Bridge Advisors sold out of WSFS Financial (WSFS) in Q1 2024, closing a stake of 4,582 shares — an estimated $210K sold.

Tower Bridge Advisors first reported a position in WSFS in Q3 2016 and held it in 12 quarters. The position peaked at $461K in Q1 2022. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.

Tower Bridge Advisors reported no remaining WSFS Financial position as of Q1 2024 after selling out during the quarter.
Tower Bridge Advisors sold 4,582 WSFS Financial shares in Q1 2024, an estimated $210K.
Tower Bridge Advisors first reported a position in WSFS Financial in Q3 2016 and held it in 12 quarters.
Tower Bridge Advisors's WSFS Financial position peaked at $461K in Q1 2022.
240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.

Based on Tower Bridge Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.