A detailed history of Forum Financial Management, LP transactions in Wsfs Financial Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 6,046 shares of WSFS stock, worth $322,191. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,046
Previous 6,045 0.02%
Holding current value
$322,191
Previous $284,000 8.45%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$45.65 - $57.21 $45 - $57
1 Added 0.02%
6,046 $308,000
Q2 2024

Jul 30, 2024

BUY
$41.74 - $47.0 $125 - $141
3 Added 0.05%
6,045 $284,000
Q1 2024

May 09, 2024

BUY
$41.0 - $47.34 $369 - $426
9 Added 0.15%
6,042 $272,000
Q4 2023

Feb 07, 2024

SELL
$33.96 - $47.08 $11,138 - $15,442
-328 Reduced 5.16%
6,033 $277,000
Q2 2023

Jul 26, 2023

BUY
$29.94 - $39.77 $190,448 - $252,976
6,361 New
6,361 $239,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.3B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.