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CAPTRUST Financial Advisors’s
Peoples Financial Services
PFIS
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
PFIS Stock Details
PFIS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-935
Closed
-$52K
–
3466
2022
Q2
$52K
Buy
935
+875
+
1,458
%
+$48.7K
﹤0.01%
2718
2022
Q1
$3K
Hold
60
–
–
﹤0.01%
4378
2021
Q4
$3K
Hold
60
–
–
﹤0.01%
4299
2021
Q3
$3K
Buy
+60
New
+$3K
﹤0.01%
4142
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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