WSFS Financial Corporation shares owned by Lountzis Asset Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Lountzis Asset Management
from 13F filings
Historical chart of Lountzis Asset Management investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by Lountzis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WSFS Financial Corporation by Lountzis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $858k | 19k | 45.14 |
| 2023-12-31 | $873k | 19k | 45.93 |
| 2023-09-30 | $694k | 19k | 36.53 |
| 2023-06-30 | $821k | 19k | 43.21 |
| 2023-03-31 | $715k | 19k | 37.63 |
| 2022-12-31 | $957k | 19k | 50.37 |
| 2022-09-30 | $882k | 19k | 46.42 |
| 2022-06-30 | $761k | 19k | 40.05 |
| 2022-03-31 | $886k | 19k | 46.62 |
| 2021-12-31 | $952k | 19k | 50.12 |
| 2021-09-30 | $975k | 19k | 51.31 |
| 2021-06-30 | $885k | 19k | 46.58 |
| 2021-03-31 | $946k | 19k | 49.79 |
| 2020-12-31 | $853k | 19k | 44.89 |
| 2020-09-30 | $512k | 19k | 26.95 |
| 2020-06-30 | $545k | 19k | 28.68 |