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Berman Capital Advisors’s Provident Financial Services PFS Stock Holding History

Berman Capital 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
Q3 		$13K Buy
556
+436
+363% +$9.63K ﹤0.01% 1105
2021
Q2 		$2K Hold
120
– – ﹤0.01% 1624
2021
Q1 		$2K Sell
120
-44
-27% -$900 ﹤0.01% 1538
2020
Q4 		$2K Buy
164
+1
+0.6% +$15 ﹤0.01% 1426
2020
Q3 		$1K Buy
+163
New +$2.19K ﹤0.01% 1495

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 $204B AUM 27.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's PFS Position: Q3 2021 in Review

Berman Capital Advisors increased its Provident Financial Services (PFS) stake by 363% in Q3 2021, buying an estimated $9.63K and bringing the position to 556 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Berman Capital Advisors first reported a position in PFS in Q3 2020 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold PFS as of Q3 2021.

  • Berman Capital Advisors held 556 shares of Provident Financial Services worth $13K as of Q3 2021.
  • Berman Capital Advisors bought 436 Provident Financial Services shares in Q3 2021, an estimated $9.63K.
  • Provident Financial Services made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1105 holding.
  • Berman Capital Advisors first reported a position in Provident Financial Services in Q3 2020 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.