Janney Montgomery Scott
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Janney Montgomery Scott’s Provident Financial Services PFS Stock Holding History

Janney Montgomery Scott’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
-11,839
Closed -$213K – 2800
2023
Q4 		$213K Sell
11,839
-9,912
-46% -$155K ﹤0.01% 2428
2023
Q3 		$333K Buy
21,751
+4,274
+24% +$72.4K ﹤0.01% 2064
2023
Q2 		$286K Buy
17,477
+7,091
+68% +$121K ﹤0.01% 2254
2023
Q1 		$199K Buy
10,386
+250
+2% +$5.53K ﹤0.01% 2289
2022
Q4 		$217K Sell
10,136
-493
-5% -$10.6K ﹤0.01% 2323
2022
Q3 		$207K Buy
+10,629
New +$248K ﹤0.01% 2272

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
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

Janney Montgomery Scott's PFS Position: Q1 2024 in Review

Janney Montgomery Scott sold out of Provident Financial Services (PFS) in Q1 2024, closing a stake of 11,839 shares — an estimated $213K sold.

Janney Montgomery Scott first reported a position in PFS in Q3 2022 and held it in 6 quarters. The position peaked at $333K in Q3 2023. 206 funds tracked by Wall St. Rank hold PFS as of Q1 2024.

  • Janney Montgomery Scott reported no remaining Provident Financial Services position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,839 Provident Financial Services shares in Q1 2024, an estimated $213K.
  • Janney Montgomery Scott first reported a position in Provident Financial Services in Q3 2022 and held it in 6 quarters.
  • Janney Montgomery Scott's Provident Financial Services position peaked at $333K in Q3 2023.
  • 206 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.