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B. Riley Wealth Advisors’s Provident Financial Services PFS Stock Holding History

B. Riley 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
2022
Q3 		– Sell
-15,206
Closed -$339K – 1506
2022
Q2 		$339K Buy
+15,206
New +$340K 0.01% 820
2014
Q3 		– Sell
-706
Closed -$12.2K – 1535
2014
Q2 		$12.2K Buy
+706
New +$12.3K ﹤0.01% 1694

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's PFS Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Provident Financial Services (PFS) in Q3 2022, closing a stake of 15,206 shares — an estimated $339K sold.

B. Riley Wealth Advisors first reported a position in PFS in Q2 2014 and held it in 2 quarters. The position peaked at $339K in Q2 2022. 204 funds tracked by Wall St. Rank hold PFS as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Provident Financial Services position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,206 Provident Financial Services shares in Q3 2022, an estimated $339K.
  • B. Riley Wealth Advisors first reported a position in Provident Financial Services in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Provident Financial Services position peaked at $339K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.