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Gateway Advisory’s Provident Financial Services PFS Stock Holding History

Gateway Advisory’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
Q3 		$1.12M Buy
60,218
+98
+0.2% +$1.73K 0.18% 56
2024
Q2 		$863K Buy
+60,120
New +$874K 0.15% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gateway Advisory's PFS Position: Q3 2024 in Review

Gateway Advisory increased its Provident Financial Services (PFS) stake by 0.16% in Q3 2024, buying an estimated $1.73K and bringing the position to 60,218 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #56.

Gateway Advisory first reported a position in PFS in Q2 2024 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold PFS as of Q3 2024.

  • Gateway Advisory held 60,218 shares of Provident Financial Services worth $1.12M as of Q3 2024.
  • Gateway Advisory bought 98 Provident Financial Services shares in Q3 2024, an estimated $1.73K.
  • Provident Financial Services made up 0.18% of Gateway Advisory's portfolio in Q3 2024, its #56 holding.
  • Gateway Advisory first reported a position in Provident Financial Services in Q2 2024 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.