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RMR Wealth Builders’s Provident Financial Services PFS Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-6,337
Closed -$141K – 541
2021
Q1 		$141K Buy
+6,337
New +$130K 0.04% 230

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RMR Wealth Builders's PFS Position: Q2 2021 in Review

RMR Wealth Builders sold out of Provident Financial Services (PFS) in Q2 2021, closing a stake of 6,337 shares — an estimated $141K sold.

RMR Wealth Builders first reported a position in PFS in Q1 2021 and held it in 1 quarter. The position peaked at $141K in Q1 2021. 168 funds tracked by Wall St. Rank hold PFS as of Q2 2021.

  • RMR Wealth Builders reported no remaining Provident Financial Services position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 6,337 Provident Financial Services shares in Q2 2021, an estimated $141K.
  • RMR Wealth Builders first reported a position in Provident Financial Services in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Provident Financial Services position peaked at $141K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.