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Capital Performance Advisors’s Peoples Financial Services PFIS Stock Holding History

Capital Performance Advisors’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$609 – 1961
2024
Q3 		$609 Buy
+13
New +$598 ﹤0.01% 2157

Other funds holding PFIS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Performance Advisors's PFIS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Peoples Financial Services (PFIS) in Q4 2024, closing a stake of 13 shares — an estimated $609 sold.

Capital Performance Advisors first reported a position in PFIS in Q3 2024 and held it in 1 quarter. The position peaked at $609 in Q3 2024. 95 funds tracked by Wall St. Rank hold PFIS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Peoples Financial Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Peoples Financial Services shares in Q4 2024, an estimated $609.
  • Capital Performance Advisors first reported a position in Peoples Financial Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Peoples Financial Services position peaked at $609 in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.