Lenox Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-90	Closed	-$1K	–	743
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	714
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	617
2019 Q3	$2K	Buy	+90	New	+$2.19K	﹤0.01%	519

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's PFS Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Provident Financial Services (PFS) in Q2 2020, closing a stake of 90 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in PFS in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 165 funds tracked by Wall St. Rank hold PFS as of Q2 2020.

Lenox Wealth Advisors reported no remaining Provident Financial Services position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 90 Provident Financial Services shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Provident Financial Services in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Provident Financial Services position peaked at $2K in Q4 2019.
165 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.