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Sterling Investment Advisors (Pennsylvania)’s Peoples Financial Services PFIS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1,004
Closed -$56K – 387
2022
Q2 		$56K Hold
1,004
– – 0.02% 218
2022
Q1 		$51K Hold
1,004
– – 0.01% 248
2021
Q4 		$53K Hold
1,004
– – 0.01% 248
2021
Q3 		$46K Hold
1,004
– – 0.01% 258
2021
Q2 		$43K Hold
1,004
– – 0.01% 273
2021
Q1 		$42K Hold
1,004
– – 0.01% 254
2020
Q4 		$37K Hold
1,004
– – 0.01% 252
2020
Q3 		$35K Hold
1,004
– – 0.01% 246
2020
Q2 		$38K Hold
1,004
– – 0.02% 237
2020
Q1 		$39K Hold
1,004
– – 0.02% 206
2019
Q4 		$50K Hold
1,004
– – 0.02% 208
2019
Q3 		$45K Hold
1,004
– – 0.02% 218
2019
Q2 		$45K Hold
1,004
– – 0.02% 218
2019
Q1 		$45K Hold
1,004
– – 0.02% 216
2018
Q4 		$44K Hold
1,004
– – 0.03% 204
2018
Q3 		$43K Hold
1,004
– – 0.02% 240
2018
Q2 		$47K Hold
1,004
– – 0.03% 215
2018
Q1 		$46K Buy
+1,004
New +$44.8K 0.03% 201

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PFIS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Peoples Financial Services (PFIS) in Q3 2022, closing a stake of 1,004 shares — an estimated $56K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PFIS in Q1 2018 and held it in 18 quarters. The position peaked at $56K in Q2 2022. 65 funds tracked by Wall St. Rank hold PFIS as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Peoples Financial Services position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,004 Peoples Financial Services shares in Q3 2022, an estimated $56K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Peoples Financial Services in Q1 2018 and held it in 18 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Peoples Financial Services position peaked at $56K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.