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Moisand Fitzgerald Tamayo’s Provident Financial Services PFS Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-44
Closed -$673 – 776
2023
Q3 		$673 Hold
44
– – ﹤0.01% 706
2023
Q2 		$719 Hold
44
– – ﹤0.01% 694
2023
Q1 		$844 Hold
44
– – ﹤0.01% 717
2022
Q4 		$940 Hold
44
– – ﹤0.01% 675
2022
Q3 		$1K Buy
+44
New +$1.03K ﹤0.01% 633

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Moisand Fitzgerald Tamayo's PFS Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Provident Financial Services (PFS) in Q4 2023, closing a stake of 44 shares — an estimated $673 sold.

Moisand Fitzgerald Tamayo first reported a position in PFS in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 193 funds tracked by Wall St. Rank hold PFS as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Provident Financial Services position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 44 Provident Financial Services shares in Q4 2023, an estimated $673.
  • Moisand Fitzgerald Tamayo first reported a position in Provident Financial Services in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Provident Financial Services position peaked at $1K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.