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Pinnacle Wealth Management Advisory Group’s Provident Financial Services PFS Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2019
Q4 		– Sell
-15,578
Closed -$382K – 192
2019
Q3 		$382K Hold
15,578
– – 0.16% 118
2019
Q2 		$378K Hold
15,578
– – 0.16% 125
2019
Q1 		$403K Sell
15,578
-6,524
-30% -$171K 0.18% 116
2018
Q4 		$533K Buy
+22,102
New +$535K 0.29% 100

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinnacle Wealth Management Advisory Group's PFS Position: Q4 2019 in Review

Pinnacle Wealth Management Advisory Group sold out of Provident Financial Services (PFS) in Q4 2019, closing a stake of 15,578 shares — an estimated $382K sold.

Pinnacle Wealth Management Advisory Group first reported a position in PFS in Q4 2018 and held it in 4 quarters. The position peaked at $533K in Q4 2018. 167 funds tracked by Wall St. Rank hold PFS as of Q4 2019.

  • Pinnacle Wealth Management Advisory Group reported no remaining Provident Financial Services position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 15,578 Provident Financial Services shares in Q4 2019, an estimated $382K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Provident Financial Services in Q4 2018 and held it in 4 quarters.
  • Pinnacle Wealth Management Advisory Group's Provident Financial Services position peaked at $533K in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2019.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2019, filed 5 Feb 2020.