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Glassman Wealth Services’s Provident Financial Services PFS Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-103
Closed -$1.86K – 1363
2023
Q4 		$1.86K Buy
+103
New +$1.61K ﹤0.01% 1369

Other funds holding PFS

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glassman Wealth Services's PFS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Provident Financial Services (PFS) in Q1 2024, closing a stake of 103 shares — an estimated $1.86K sold.

Glassman Wealth Services first reported a position in PFS in Q4 2023 and held it in 1 quarter. The position peaked at $1.86K in Q4 2023. 206 funds tracked by Wall St. Rank hold PFS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Provident Financial Services position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 103 Provident Financial Services shares in Q1 2024, an estimated $1.86K.
  • Glassman Wealth Services first reported a position in Provident Financial Services in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Provident Financial Services position peaked at $1.86K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.