WSFS Financial Corporation shares owned by Modera Wealth Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WSFS Financial Corporation by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.0M | 66k | 45.14 |
2023-12-31 | $3.0M | 66k | 45.93 |
2023-09-30 | $2.4M | 66k | 36.50 |
2023-06-30 | $2.5M | 66k | 37.72 |
2023-03-31 | $2.5M | 66k | 37.61 |
2022-12-31 | $3.0M | 66k | 45.34 |
2022-09-30 | $3.5M | 76k | 46.46 |
2022-06-30 | $3.8M | 96k | 40.09 |
2022-03-31 | $5.4M | 115k | 46.62 |
2021-12-31 | $621k | 12k | 50.09 |
2021-09-30 | $574k | 11k | 51.33 |
2021-06-30 | $521k | 11k | 46.59 |
2021-03-31 | $557k | 11k | 49.81 |
2020-12-31 | $502k | 11k | 44.89 |