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Wealthspire Advisors (Maryland)’s WSFS Financial WSFS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-393
Closed -$15K – 2058
2019
Q1 		$15K Buy
393
+21
+6% +$873 ﹤0.01% 1390
2018
Q4 		$14K Sell
372
-22
-6% -$926 ﹤0.01% 1356
2018
Q3 		$19K Buy
+394
New +$20.3K ﹤0.01% 1330

Other funds holding WSFS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WSFS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 393 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in WSFS in Q3 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 393 WSFS Financial shares in Q2 2019, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in WSFS Financial in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s WSFS Financial position peaked at $19K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.