WSFS Financial Corporation shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $145k | 3.5k | 41.73 |
| 2021-12-31 | $174k | 3.5k | 50.20 |
| 2021-09-30 | $177k | 3.5k | 51.19 |
| 2021-06-30 | $161k | 3.4k | 46.69 |
| 2021-03-31 | $171k | 3.4k | 49.72 |
| 2020-12-31 | $154k | 3.4k | 44.88 |
| 2020-09-30 | $92k | 3.4k | 26.89 |
| 2020-06-30 | $98k | 3.4k | 28.76 |
| 2020-03-31 | $85k | 3.4k | 25.06 |
| 2019-12-31 | $149k | 3.4k | 44.06 |
| 2019-09-30 | $149k | 3.4k | 44.17 |
| 2019-06-30 | $139k | 3.4k | 41.33 |
| 2019-03-31 | $129k | 3.4k | 38.47 |
| 2018-12-31 | $127k | 3.3k | 37.97 |
| 2018-09-30 | $157k | 3.3k | 47.06 |
| 2017-09-30 | $3.0k | 65 | 46.15 |