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PFS icon

Inspire Investing’s Provident Financial Services PFS Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-23,826
Closed -$545K – 901
2021
Q2 		$545K Buy
23,826
+722
+3% +$17.4K 0.07% 290
2021
Q1 		$515K Buy
23,104
+4,814
+26% +$98.5K 0.08% 283
2020
Q4 		$328K Sell
18,290
-340
-2% -$5.18K 0.07% 395
2020
Q3 		$227K Sell
18,630
-652
-3% -$8.78K 0.06% 311
2020
Q2 		$279K Buy
19,282
+212
+1% +$2.83K 0.1% 235
2020
Q1 		$245K Buy
+19,070
New +$387K 0.1% 288
2018
Q1 		– Sell
-2,165
Closed -$58K – 559
2017
Q4 		$58K Buy
+2,165
New +$58.9K 0.05% 405

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inspire Investing's PFS Position: Q3 2021 in Review

Inspire Investing sold out of Provident Financial Services (PFS) in Q3 2021, closing a stake of 23,826 shares — an estimated $545K sold.

Inspire Investing first reported a position in PFS in Q4 2017 and held it in 7 quarters. The position peaked at $545K in Q2 2021. 169 funds tracked by Wall St. Rank hold PFS as of Q3 2021.

  • Inspire Investing reported no remaining Provident Financial Services position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 23,826 Provident Financial Services shares in Q3 2021, an estimated $545K.
  • Inspire Investing first reported a position in Provident Financial Services in Q4 2017 and held it in 7 quarters.
  • Inspire Investing's Provident Financial Services position peaked at $545K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.