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Veritable’s WSFS Financial WSFS Stock Holding History

Veritable’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
Q3 		– Sell
-6,889
Closed -$260K – 837
2023
Q2 		$260K Buy
6,889
+120
+2% +$4.26K ﹤0.01% 749
2023
Q1 		$255K Hold
6,769
– – ﹤0.01% 740
2022
Q4 		$307K Hold
6,769
– – 0.01% 652
2022
Q3 		$314K Sell
6,769
-20
-0.3% -$935 0.01% 616
2022
Q2 		$272K Buy
6,789
+20
+0.3% +$823 ﹤0.01% 718
2022
Q1 		$316K Buy
+6,769
New +$351K ﹤0.01% 703

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Veritable's WSFS Position: Q3 2023 in Review

Veritable sold out of WSFS Financial (WSFS) in Q3 2023, closing a stake of 6,889 shares — an estimated $260K sold.

Veritable first reported a position in WSFS in Q1 2022 and held it in 6 quarters. The position peaked at $316K in Q1 2022. 218 funds tracked by Wall St. Rank hold WSFS as of Q3 2023.

  • Veritable reported no remaining WSFS Financial position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 6,889 WSFS Financial shares in Q3 2023, an estimated $260K.
  • Veritable first reported a position in WSFS Financial in Q1 2022 and held it in 6 quarters.
  • Veritable's WSFS Financial position peaked at $316K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.