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Ellevest Inc’s Provident Financial Services PFS Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-70
Closed -$2K – 1591
2021
Q3 		$2K Hold
70
– – ﹤0.01% 1168
2021
Q2 		$2K Hold
70
– – ﹤0.01% 1056
2021
Q1 		$2K Hold
70
– – ﹤0.01% 1078
2020
Q4 		$1K Buy
+70
New +$1.07K ﹤0.01% 1092

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Principal Financial Group
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WHG
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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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

Ellevest Inc's PFS Position: Q4 2021 in Review

Ellevest Inc sold out of Provident Financial Services (PFS) in Q4 2021, closing a stake of 70 shares — an estimated $2K sold.

Ellevest Inc first reported a position in PFS in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 185 funds tracked by Wall St. Rank hold PFS as of Q4 2021.

  • Ellevest Inc reported no remaining Provident Financial Services position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 70 Provident Financial Services shares in Q4 2021, an estimated $2K.
  • Ellevest Inc first reported a position in Provident Financial Services in Q4 2020 and held it in 4 quarters.
  • Ellevest Inc's Provident Financial Services position peaked at $2K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.