TD Asset Management
PFS icon

TD Asset Management’s Provident Financial Services PFS Stock Holding History

TD Asset Management’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
2022
Q4 		– Sell
-14,500
Closed -$288K – 1484
2022
Q3 		$288K Sell
14,500
-36,300
-71% -$848K ﹤0.01% 1371
2022
Q2 		$1.13M Buy
+50,800
New +$1.14M ﹤0.01% 1162

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management's PFS Position: Q4 2022 in Review

TD Asset Management sold out of Provident Financial Services (PFS) in Q4 2022, closing a stake of 14,500 shares — an estimated $288K sold.

TD Asset Management first reported a position in PFS in Q2 2022 and held it in 2 quarters. The position peaked at $1.13M in Q2 2022. 195 funds tracked by Wall St. Rank hold PFS as of Q4 2022.

  • TD Asset Management reported no remaining Provident Financial Services position as of Q4 2022 after selling out during the quarter.
  • TD Asset Management sold 14,500 Provident Financial Services shares in Q4 2022, an estimated $288K.
  • TD Asset Management first reported a position in Provident Financial Services in Q2 2022 and held it in 2 quarters.
  • TD Asset Management's Provident Financial Services position peaked at $1.13M in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2022.

Based on TD Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.