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

Capital Performance 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
2024
Q4 		– Sell
-119
Closed -$2.21K – 1962
2024
Q3 		$2.21K Buy
+119
New +$2.1K ﹤0.01% 1514

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Capital Performance Advisors sold out of Provident Financial Services (PFS) in Q4 2024, closing a stake of 119 shares — an estimated $2.21K sold.

Capital Performance Advisors first reported a position in PFS in Q3 2024 and held it in 1 quarter. The position peaked at $2.21K in Q3 2024. 256 funds tracked by Wall St. Rank hold PFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Provident Financial Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 119 Provident Financial Services shares in Q4 2024, an estimated $2.21K.
  • Capital Performance Advisors first reported a position in Provident Financial Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Provident Financial Services position peaked at $2.21K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2024.

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