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Panagora Asset Management’s Peoples Financial Services PFIS Stock Holding History

Panagora 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
Q3 		– Sell
-3,078
Closed -$131K – 2206
2021
Q2 		$131K Sell
3,078
-11
-0.4% -$473 ﹤0.01% 1792
2021
Q1 		$130K Hold
3,089
– – ﹤0.01% 1860
2020
Q4 		$114K Buy
3,089
+142
+5% +$5.38K ﹤0.01% 1798
2020
Q3 		$102K Hold
2,947
– – ﹤0.01% 1789
2020
Q2 		$113K Buy
+2,947
New +$102K ﹤0.01% 1746
2019
Q3 		– Sell
-42
Closed -$2K – 2594
2019
Q2 		$2K Buy
+42
New +$1.84K ﹤0.01% 2538

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Panagora Asset Management's PFIS Position: Q3 2021 in Review

Panagora Asset Management sold out of Peoples Financial Services (PFIS) in Q3 2021, closing a stake of 3,078 shares — an estimated $131K sold.

Panagora Asset Management first reported a position in PFIS in Q2 2019 and held it in 6 quarters. The position peaked at $131K in Q2 2021. 62 funds tracked by Wall St. Rank hold PFIS as of Q3 2021.

  • Panagora Asset Management reported no remaining Peoples Financial Services position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 3,078 Peoples Financial Services shares in Q3 2021, an estimated $131K.
  • Panagora Asset Management first reported a position in Peoples Financial Services in Q2 2019 and held it in 6 quarters.
  • Panagora Asset Management's Peoples Financial Services position peaked at $131K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.