Number of Shares
84,466.00
Current Holdings Value*
$4.38 Mil
% of Portfolio
1.1%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
18.61%

Clearwater Select Equity Fund's WSFS Financial Corp Holding Summary

As of 2025-03-31, Clearwater Select Equity Fund held 84,466.00 shares of WSFS Financial Corp(WSFS), totaling $4.38 Mil. This investment constitutes 1.1% of their stock portfolio, and Clearwater Select Equity Fund now holds 0.15% of the outstanding WSFS Financial Corp(WSFS) stock.

The initial trade took place in 2019Q3. And since then Clearwater Select Equity Fund has made 9 purchases of WSFS, at an average price of $45.02, for a total of 121,004.00 shares. In addition, there have been 4 sales at an average price of $45.99 for 36,538.00 shares. Based on historical transaction data and WSFS's current price of $56.61, Clearwater Select Equity Fund's estimated gain on his WSFS holdings is $1.01 Mil, reflecting a 18.61% gain to date.

Clearwater Select Equity Fund WSFS ($56.61) Holding Chart

Clearwater Select Equity Fund WSFS ($56.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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