Fieldpoint Private Securities, LLC

SEC CIK: 0001706170
Latest filing: Aug 5, 2022

SEC filings (opens in a new tab)

WSFS holding history

WSFS Financial Corp in every 13F filed by Fieldpoint Private Securities, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSFS overview All 13F holders of WSFS Full Q2 2022 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of WSFS by Fieldpoint Private Securities, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−35−100.0%	Sold out	Holders
Q1 2022	35	$2.00K	<0.1%	−15−30.0%	Reduced	Holders
Q4 2021	50	$3.00K	<0.1%	+50	New	Holders