Prelude Capital Management’s Peoples Financial Services PFIS Stock Holding History

Prelude Capital 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
2022 Q2	–	Sell	-6,961	Closed	-$351K	–	2007
2022 Q1	$351K	Buy	6,961 +1,864	+37%	+$93.1K	0.01%	1009
2021 Q4	$269K	Sell	5,097 -1,075	-17%	-$51.9K	0.01%	1383
2021 Q3	$281K	Buy	+6,172	New	+$274K	0.01%	1174
2018 Q2	–	Sell	-1,090	Closed	-$50K	–	1874
2018 Q1	$50K	Buy	+1,090	New	+$48.7K	﹤0.01%	1075

Other funds holding PFIS

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prelude Capital Management's PFIS Position: Q2 2022 in Review

Prelude Capital Management sold out of Peoples Financial Services (PFIS) in Q2 2022, closing a stake of 6,961 shares — an estimated $351K sold.

Prelude Capital Management first reported a position in PFIS in Q1 2018 and held it in 4 quarters. The position peaked at $351K in Q1 2022. 67 funds tracked by Wall St. Rank hold PFIS as of Q2 2022.

Prelude Capital Management reported no remaining Peoples Financial Services position as of Q2 2022 after selling out during the quarter.
Prelude Capital Management sold 6,961 Peoples Financial Services shares in Q2 2022, an estimated $351K.
Prelude Capital Management first reported a position in Peoples Financial Services in Q1 2018 and held it in 4 quarters.
Prelude Capital Management's Peoples Financial Services position peaked at $351K in Q1 2022.
67 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2022.

Based on Prelude Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.