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Harvest Group Wealth Management’s Provident Financial Services PFS Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-43
Closed -$1K – 876
2019
Q4 		$1K Hold
43
– – ﹤0.01% 833
2019
Q3 		$1K Sell
43
-268
-86% -$6.51K ﹤0.01% 901
2019
Q2 		$7K Hold
311
– – 0.01% 290
2019
Q1 		$8K Buy
+311
New +$8.15K 0.01% 291

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harvest Group Wealth Management's PFS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Provident Financial Services (PFS) in Q1 2020, closing a stake of 43 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PFS in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 149 funds tracked by Wall St. Rank hold PFS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Provident Financial Services position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 43 Provident Financial Services shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Provident Financial Services in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Provident Financial Services position peaked at $8K in Q1 2019.
  • 149 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.