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

TCI 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 Q2	–	Sell	-366	Closed	-$7.02K	–	1647
2023 Q1	$7.02K	Hold	366	–	–	﹤0.01%	1301
2022 Q4	$7.82K	Hold	366	–	–	﹤0.01%	1237
2022 Q3	$7K	Buy	366 +1	+0.3%	+$23	﹤0.01%	1279
2022 Q2	$8K	Hold	365	–	–	﹤0.01%	1173
2022 Q1	$9K	Hold	365	–	–	﹤0.01%	1180
2021 Q4	$9K	Hold	365	–	–	﹤0.01%	1272
2021 Q3	$9K	Buy	365 +205	+128%	+$4.53K	﹤0.01%	1189
2021 Q2	$4K	Hold	160	–	–	﹤0.01%	1613
2021 Q1	$4K	Hold	160	–	–	﹤0.01%	1402
2020 Q4	$3K	Hold	160	–	–	﹤0.01%	1121
2020 Q3	$2K	Hold	160	–	–	﹤0.01%	1158
2020 Q2	$2K	Hold	160	–	–	﹤0.01%	1100
2020 Q1	$2K	Buy	+160	New	+$3.25K	﹤0.01%	1063

Other funds holding PFS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's PFS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Provident Financial Services (PFS) in Q2 2023, closing a stake of 366 shares — an estimated $7.02K sold.

TCI Wealth Advisors first reported a position in PFS in Q1 2020 and held it in 13 quarters. The position peaked at $9K in Q1 2022. 188 funds tracked by Wall St. Rank hold PFS as of Q2 2023.

TCI Wealth Advisors reported no remaining Provident Financial Services position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 366 Provident Financial Services shares in Q2 2023, an estimated $7.02K.
TCI Wealth Advisors first reported a position in Provident Financial Services in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Provident Financial Services position peaked at $9K in Q1 2022.
188 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.