Private Wealth Advisors (Pennsylvania)’s AmeriServ Financial ASRV Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio ASRV Stock Details ASRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$42K	Hold	13,483	–	–	0.02%	113
2020 Q3	$38K	Hold	13,483	–	–	0.02%	107
2020 Q2	$42K	Hold	13,483	–	–	0.03%	97
2020 Q1	$39K	Hold	13,483	–	–	0.03%	91
2019 Q4	$56K	Hold	13,483	–	–	0.03%	127
2019 Q3	$56K	Buy	+13,483	New	+$55.8K	0.03%	134

Other funds holding ASRV

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s ASRV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its AmeriServ Financial (ASRV) position steady in Q4 2020 at 13,483 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #113.

Private Wealth Advisors (Pennsylvania) first reported a position in ASRV in Q3 2019 and has held it in 6 quarters since. The position peaked at $56K in Q4 2019. 32 funds tracked by Wall St. Rank hold ASRV as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 13,483 shares of AmeriServ Financial worth $42K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) left its AmeriServ Financial share count unchanged in Q4 2020.
AmeriServ Financial made up 0.02% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #113 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in AmeriServ Financial in Q3 2019 and has held it in 6 quarters since.
Private Wealth Advisors (Pennsylvania)'s AmeriServ Financial position peaked at $56K in Q4 2019.
32 funds tracked by Wall St. Rank held AmeriServ Financial as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.