Paul Lountzis
Lountzis Asset Management
Paul Lountzis WSFS Financial Corp stake
total: 139
Lountzis Asset Management WSFS trades
- Total transactions:
- 4
- New positions:
- 1
- Reduced:
- 3
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Paul Lountzis holds 14,621 WSFS Financial Corp (WSFS) shares with a market value of roughly $1.12M accounting for 0.35% of the overall portfolio. To date, the estimated cost basis is nearly $28.68 for "buy" trades and estimated average "sell" price is $52.37. Lountzis Asset Management first purchased WSFS in 2020 Q2, initially acquiring 19,000 shares. Since the initial investment in WSFS Financial Corp (WSFS), Lountzis Asset Management has made 3 more transactions.
When did Paul Lountzis buy WSFS Financial Corp (WSFS)?
Paul Lountzis first invested in WSFS Financial Corp (WSFS) in 2020 Q2 at the reported quarter-end price of $28.68 per share.
What's the cost basis of Lountzis Asset Management's WSFS stake?
The estimated cost basis for WSFS Financial Corp (WSFS) stake is around $28.68 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $28.68
- Weighted AVG sell price:
- $52.37
Paul Lountzis's historical trades in WSFS Financial Corp
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.29%
|
14,621
|
$55.24
|
$807,664
|
-2.99% (-450)
|
-0.01%
|
|
2024 Q4
|
0.34%
|
15,071
|
$53.13
|
$800,722
|
-11.35% (-1,929)
|
-0.04%
|
|
2024 Q3
|
0.36%
|
17,000
|
$50.99
|
$866,830
|
-10.53% (-2,000)
|
-0.05%
|
|
2020 Q2
|
0.52%
|
$28.68
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.