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Patriot Financial Group Insurance Agency’s Provident Financial Services PFS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3
Closed – – 1966
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1805
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1795
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1689
2019
Q4 		$0 Buy
+3
New +$74 ﹤0.01% 1412

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WHG
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patriot Financial Group Insurance Agency's PFS Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Provident Financial Services (PFS) in Q4 2020, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in PFS in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 174 funds tracked by Wall St. Rank hold PFS as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Provident Financial Services position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Provident Financial Services shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Provident Financial Services in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Provident Financial Services position peaked at $0 in Q3 2020.
  • 174 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.