William Blair Investment Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-257,651
| Closed | -$11.3M | – | 380 |
|
|
2019
Q4 | $11.3M | Sell |
257,651
-106,164
| -29% | -$4.67M | 0.05% | 271 |
|
|
2019
Q3 | $16M | Sell |
363,815
-23,367
| -6% | -$1.03M | 0.07% | 240 |
|
|
2019
Q2 | $16M | Buy |
387,182
+767
| +0.2% | +$31.7K | 0.07% | 251 |
|
|
2019
Q1 | $14.9M | Sell |
386,415
-17,299
| -4% | -$668K | 0.06% | 272 |
|
|
2018
Q4 | $15.3M | Sell |
403,714
-90,010
| -18% | -$3.41M | 0.08% | 242 |
|
|
2018
Q3 | $23.3M | Sell |
493,724
-34,909
| -7% | -$1.65M | 0.08% | 214 |
|
|
2018
Q2 | $28.2M | Sell |
528,633
-17,237
| -3% | -$919K | 0.1% | 192 |
|
|
2018
Q1 | $26.1M | Sell |
545,870
-19,516
| -3% | -$935K | 0.1% | 198 |
|
|
2017
Q4 | $27.1M | Sell |
565,386
-5,329
| -0.9% | -$255K | 0.11% | 203 |
|
|
2017
Q3 | $27.8M | Sell |
570,715
-1,109
| -0.2% | -$54.1K | 0.1% | 192 |
|
|
2017
Q2 | $25.9M | Sell |
571,824
-3,543
| -0.6% | -$161K | 0.09% | 192 |
|
|
2017
Q1 | $26.4M | Sell |
575,367
-2,362
| -0.4% | -$109K | 0.1% | 188 |
|
|
2016
Q4 | $26.8M | Sell |
577,729
-3,251
| -0.6% | -$151K | 0.11% | 188 |
|
|
2016
Q3 | $21.2M | Sell |
580,980
-11,252
| -2% | -$411K | 0.08% | 208 |
|
|
2016
Q2 | $19.1M | Sell |
592,232
-12,282
| -2% | -$395K | 0.08% | 223 |
|
|
2016
Q1 | $19.7M | Sell |
604,514
-134,398
| -18% | -$4.37M | 0.08% | 208 |
|
|
2015
Q4 | $23.9M | Sell |
738,912
-35,067
| -5% | -$1.13M | 0.1% | 174 |
|
|
2015
Q3 | $22.3M | Buy |
+773,979
| New | +$22.3M | 0.05% | 474 |
|