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WSFS Financial Corporation shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WSFS Financial Corporation by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $154k 3.0k 50.99
2024-06-30 $142k 3.0k 47.00
2024-03-31 $136k 3.0k 45.14
2023-12-31 $139k 3.0k 45.93
2023-09-30 $110k 3.0k 36.50
2023-06-30 $114k 3.0k 37.72
2023-03-31 $114k 3.0k 37.61
2022-12-31 $137k 3.0k 45.34
2022-09-30 $140k 3.0k 46.37
2022-06-30 $121k 3.0k 40.08
2022-03-31 $141k 3.0k 46.70