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IAM Advisory’s Provident Financial Services PFS Stock Holding History

IAM 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
2022
Q4 		– Sell
-10,278
Closed -$200K – 87
2022
Q3 		$200K Buy
10,278
+101
+1% +$2.36K 0.08% 76
2022
Q2 		$227K Buy
10,177
+106
+1% +$2.37K 0.09% 72
2022
Q1 		$236K Buy
10,071
+101
+1% +$2.43K 0.1% 69
2021
Q4 		$258K Buy
9,970
+94
+1% +$2.3K 0.1% 67
2021
Q3 		$244K Buy
+9,876
New +$218K 0.1% 67
2021
Q2 		– Sell
-9,685
Closed -$235K – 85
2021
Q1 		$235K Buy
+9,685
New +$198K 0.1% 63

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IAM Advisory's PFS Position: Q4 2022 in Review

IAM Advisory sold out of Provident Financial Services (PFS) in Q4 2022, closing a stake of 10,278 shares — an estimated $200K sold.

IAM Advisory first reported a position in PFS in Q1 2021 and held it in 6 quarters. The position peaked at $258K in Q4 2021. 195 funds tracked by Wall St. Rank hold PFS as of Q4 2022.

  • IAM Advisory reported no remaining Provident Financial Services position as of Q4 2022 after selling out during the quarter.
  • IAM Advisory sold 10,278 Provident Financial Services shares in Q4 2022, an estimated $200K.
  • IAM Advisory first reported a position in Provident Financial Services in Q1 2021 and held it in 6 quarters.
  • IAM Advisory's Provident Financial Services position peaked at $258K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2022.

Based on IAM Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.