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Advisornet Financial’s Provident Financial Services PFS Stock Holding History

Advisornet Financial’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-70
Closed -$1.02K – 2163
2024
Q1 		$1.02K Buy
+70
New +$1.11K ﹤0.01% 1757
2023
Q1 		– Sell
-2
Closed -$43 – 2472
2022
Q4 		$43 Buy
+2
New +$43 ﹤0.01% 2336

Other funds holding PFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisornet Financial's PFS Position: Q2 2024 in Review

Advisornet Financial sold out of Provident Financial Services (PFS) in Q2 2024, closing a stake of 70 shares — an estimated $1.02K sold.

Advisornet Financial first reported a position in PFS in Q4 2022 and held it in 2 quarters. The position peaked at $1.02K in Q1 2024. 252 funds tracked by Wall St. Rank hold PFS as of Q2 2024.

  • Advisornet Financial reported no remaining Provident Financial Services position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 70 Provident Financial Services shares in Q2 2024, an estimated $1.02K.
  • Advisornet Financial first reported a position in Provident Financial Services in Q4 2022 and held it in 2 quarters.
  • Advisornet Financial's Provident Financial Services position peaked at $1.02K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.