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Pathstone Family Office’s Provident Financial Services PFS Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-10,800
Closed -$49.2K – 1331
2022
Q4 		$49.2K Buy
+10,800
New +$232K ﹤0.01% 1218

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pathstone Family Office's PFS Position: Q1 2023 in Review

Pathstone Family Office sold out of Provident Financial Services (PFS) in Q1 2023, closing a stake of 10,800 shares — an estimated $49.2K sold.

Pathstone Family Office first reported a position in PFS in Q4 2022 and held it in 1 quarter. The position peaked at $49.2K in Q4 2022. 197 funds tracked by Wall St. Rank hold PFS as of Q1 2023.

  • Pathstone Family Office reported no remaining Provident Financial Services position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 10,800 Provident Financial Services shares in Q1 2023, an estimated $49.2K.
  • Pathstone Family Office first reported a position in Provident Financial Services in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Provident Financial Services position peaked at $49.2K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.