Stephens Inc Wsfs Financial Corp Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

A detailed history of Stephens Inc transactions in Wsfs Financial Corp stock. As of the latest transaction made, Stephens Inc holds 4,101 shares of WSFS stock, worth $218,255. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,101

Holding current value

$218,255

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$45.65 - $57.21 $187,210 - $234,618	4,101 New	4,101 $209,000
Q1 2022 May 04, 2022	SELL	$46.62 - $56.06 $191,188 - $229,902	-4,101 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$42.8 - $52.05 $175,522 - $213,457	4,101 New	4,101 $210,000
Q2 2021 Aug 12, 2021	SELL	$46.59 - $54.54 $191,065 - $223,668	-4,101 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$42.97 - $54.87 $176,219 - $225,021	4,101 New	4,101 $204,000
Q4 2018 Feb 11, 2019	SELL	$36.4 - $48.07 $156,665 - $206,893	-4,304 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$46.7 - $57.55 $17,699 - $21,811	-379 Reduced 8.09%	4,304 $203,000
Q1 2018 May 03, 2018	SELL	$46.65 - $52.95 $207,825 - $235,892	-4,455 Reduced 48.75%	4,683 $224,000
Q4 2017 Feb 05, 2018	SELL	$46.35 - $52.05 $768,622 - $863,145	-16,583 Reduced 64.47%	9,138 $437,000
Q3 2017 Nov 08, 2017	BUY	$42.65 - $48.75 $30,281 - $34,612	710 Added 2.84%	25,721 $1.25 Million
Q2 2017 Aug 10, 2017	BUY	N/A	25,011	25,011 $1.13 Million

Others Institutions Holding WSFS

# of Institutions

273

Shares Held

51.8M

Call Options Held

16.2K

Put Options Held

9.4K

Black Rock Inc. New York, NY

8.61M
Shares

$458 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

7.02M
Shares

$374 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

3.9M
Shares

$208 Million
0.05% of portfolio
State Street Corp Boston, MA

3.03M
Shares

$161 Million
0.01% of portfolio
Franklin Resources Inc San Mateo, CA

2.78M
Shares

$148 Million
0.04% of portfolio

View Full List

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

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