Atlas Private Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-681	Closed	-$16K	–	550
2021 Q3	$16K	Buy	681 +7	+1%	+$155	0.01%	395
2021 Q2	$15K	Buy	674 +6	+0.9%	+$145	0.01%	408
2021 Q1	$15K	Buy	668 +7	+1%	+$143	0.01%	439
2020 Q4	$12K	Buy	661 +9	+1%	+$137	0.01%	407
2020 Q3	$8K	Sell	652 -1,813	-74%	-$24.4K	0.01%	421
2020 Q2	$36K	Buy	+2,465	New	+$32.9K	0.03%	244

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Advisors's PFS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Provident Financial Services (PFS) in Q4 2021, closing a stake of 681 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in PFS in Q2 2020 and held it in 6 quarters. The position peaked at $36K in Q2 2020. 185 funds tracked by Wall St. Rank hold PFS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Provident Financial Services position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 681 Provident Financial Services shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in Provident Financial Services in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Provident Financial Services position peaked at $36K in Q2 2020.
185 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.