OSAM
PFIS icon

O'Shaughnessy Asset Management’s Peoples Financial Services PFIS Stock Holding History

O'Shaughnessy Asset Management’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28
Closed -$1K – 2129
2021
Q3 		$1K Hold
28
– – ﹤0.01% 2617
2021
Q2 		$1K Buy
+28
New +$1.2K ﹤0.01% 2475

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

O'Shaughnessy Asset Management's PFIS Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Peoples Financial Services (PFIS) in Q4 2021, closing a stake of 28 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in PFIS in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 61 funds tracked by Wall St. Rank hold PFIS as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Peoples Financial Services position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 28 Peoples Financial Services shares in Q4 2021, an estimated $1K.
  • O'Shaughnessy Asset Management first reported a position in Peoples Financial Services in Q2 2021 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Peoples Financial Services position peaked at $1K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Peoples Financial Services as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.