LFA
PFS icon

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

Legacy 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
2019
Q2 		– Sell
-387
Closed -$10K – 683
2019
Q1 		$10K Buy
387
+358
+1,234% +$9.39K ﹤0.01% 616
2018
Q4 		$1K Buy
+29
New +$702 ﹤0.01% 929

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's PFS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Provident Financial Services (PFS) in Q2 2019, closing a stake of 387 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in PFS in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 167 funds tracked by Wall St. Rank hold PFS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Provident Financial Services position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 387 Provident Financial Services shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Provident Financial Services in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Provident Financial Services position peaked at $10K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.