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Sowell Financial Services’s Provident Financial Services PFS Stock Holding History

Sowell Financial Services’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
-1,600
Closed -$40K – 2088
2021
Q1 		$40K Sell
1,600
-4,632
-74% -$94.7K ﹤0.01% 1747
2020
Q4 		$112K Buy
+6,232
New +$95K ﹤0.01% 1112

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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
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Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's PFS Position: Q2 2021 in Review

Sowell Financial Services sold out of Provident Financial Services (PFS) in Q2 2021, closing a stake of 1,600 shares — an estimated $40K sold.

Sowell Financial Services first reported a position in PFS in Q4 2020 and held it in 2 quarters. The position peaked at $112K in Q4 2020. 169 funds tracked by Wall St. Rank hold PFS as of Q2 2021.

  • Sowell Financial Services reported no remaining Provident Financial Services position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,600 Provident Financial Services shares in Q2 2021, an estimated $40K.
  • Sowell Financial Services first reported a position in Provident Financial Services in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Provident Financial Services position peaked at $112K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.