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Domani Wealth’s Peoples Financial Services PFIS Stock Holding History

Domani Wealth’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
2020
Q2 		– Sell
-7,087
Closed -$282K – 127
2020
Q1 		$282K Hold
7,087
– – 0.08% 100
2019
Q4 		$357K Buy
+7,087
New +$347K 0.12% 82

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Domani Wealth's PFIS Position: Q2 2020 in Review

Domani Wealth sold out of Peoples Financial Services (PFIS) in Q2 2020, closing a stake of 7,087 shares — an estimated $282K sold.

Domani Wealth first reported a position in PFIS in Q4 2019 and held it in 2 quarters. The position peaked at $357K in Q4 2019. 61 funds tracked by Wall St. Rank hold PFIS as of Q2 2020.

  • Domani Wealth reported no remaining Peoples Financial Services position as of Q2 2020 after selling out during the quarter.
  • Domani Wealth sold 7,087 Peoples Financial Services shares in Q2 2020, an estimated $282K.
  • Domani Wealth first reported a position in Peoples Financial Services in Q4 2019 and held it in 2 quarters.
  • Domani Wealth's Peoples Financial Services position peaked at $357K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2020.

Based on Domani Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.