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Sutton Wealth Advisors’s Provident Financial Services PFS Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-784
Closed -$16.7K – 1355
2022
Q4 		$16.7K Sell
784
-4
-0.5% -$86 0.01% 766
2022
Q3 		$15.4K Buy
788
+41
+5% +$957 0.01% 748
2022
Q2 		$16.6K Sell
747
-17
-2% -$380 0.01% 737
2022
Q1 		$17.9K Hold
764
– – 0.01% 742
2021
Q4 		$18.5K Buy
764
+17
+2% +$416 0.01% 730
2021
Q3 		$17.5K Hold
747
– – 0.01% 736
2021
Q2 		$17.1K Hold
747
– – 0.01% 752
2021
Q1 		$16.6K Hold
747
– – 0.01% 723
2020
Q4 		$13.4K Buy
+747
New +$11.4K 0.01% 728
2020
Q3 		– Sell
-1,261
Closed -$18.2K – 1243
2020
Q2 		$18.2K Buy
1,261
+101
+9% +$1.35K 0.01% 562
2020
Q1 		$14.9K Sell
1,160
-529
-31% -$10.7K 0.01% 547
2019
Q4 		$41.6K Hold
1,689
– – 0.02% 362
2019
Q3 		$41.4K Hold
1,689
– – 0.02% 351
2019
Q2 		$41K Hold
1,689
– – 0.02% 353
2019
Q1 		$43.7K Hold
1,689
– – 0.03% 331
2018
Q4 		$40.8K Hold
1,689
– – 0.03% 311
2018
Q3 		$41.5K Hold
1,689
– – 0.03% 329
2018
Q2 		$46.5K Hold
1,689
– – 0.03% 305
2018
Q1 		$43.2K Hold
1,689
– – 0.03% 309
2017
Q4 		$45.6K Hold
1,689
– – 0.03% 295
2017
Q3 		$45K Hold
1,689
– – 0.03% 294
2017
Q2 		$42.9K Hold
1,689
– – 0.03% 292
2017
Q1 		$43.7K Hold
1,689
– – 0.04% 286
2016
Q4 		$47.8K Hold
1,689
– – 0.04% 273
2016
Q3 		$35.9K Hold
1,689
– – 0.03% 313
2016
Q2 		$33.2K Hold
1,689
– – 0.03% 311
2016
Q1 		$34.1K Buy
+1,689
New +$32.1K 0.03% 310

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sutton Wealth Advisors's PFS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Provident Financial Services (PFS) in Q1 2023, closing a stake of 784 shares — an estimated $16.7K sold.

Sutton Wealth Advisors first reported a position in PFS in Q1 2016 and held it in 27 quarters. The position peaked at $47.8K in Q4 2016. 196 funds tracked by Wall St. Rank hold PFS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Provident Financial Services position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 784 Provident Financial Services shares in Q1 2023, an estimated $16.7K.
  • Sutton Wealth Advisors first reported a position in Provident Financial Services in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Provident Financial Services position peaked at $47.8K in Q4 2016.
  • 196 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.