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HC Financial Advisors’s Provident Financial Services PFS Stock Holding History

HC Financial Advisors’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
2022
Q2 		$6K Hold
266
– – ﹤0.01% 272
2022
Q1 		$6K Hold
266
– – ﹤0.01% 263
2021
Q4 		$6K Hold
266
– – ﹤0.01% 272
2021
Q3 		$6K Hold
266
– – ﹤0.01% 266
2021
Q2 		$6K Hold
266
– – ﹤0.01% 279
2021
Q1 		$6K Hold
266
– – ﹤0.01% 288
2020
Q4 		$5K Hold
266
– – ﹤0.01% 303
2020
Q3 		$3K Hold
266
– – ﹤0.01% 337
2020
Q2 		$4K Hold
266
– – ﹤0.01% 300
2020
Q1 		$3K Buy
+266
New +$5.4K ﹤0.01% 338

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HC Financial Advisors's PFS Position: Q2 2022 in Review

HC Financial Advisors held its Provident Financial Services (PFS) position steady in Q2 2022 at 266 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

HC Financial Advisors first reported a position in PFS in Q1 2020 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold PFS as of Q2 2022.

  • HC Financial Advisors held 266 shares of Provident Financial Services worth $6K as of Q2 2022.
  • HC Financial Advisors left its Provident Financial Services share count unchanged in Q2 2022.
  • Provident Financial Services made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #272 holding.
  • HC Financial Advisors first reported a position in Provident Financial Services in Q1 2020 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.