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TD Private Client Wealth’s Provident Financial Services PFS Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-240
Closed -$3.67K – 1244
2023
Q3 		$3.67K Hold
240
– – ﹤0.01% 1135
2023
Q2 		$3.92K Hold
240
– – ﹤0.01% 1141
2023
Q1 		$4.6K Buy
+240
New +$5.31K ﹤0.01% 1109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's PFS Position: Q4 2023 in Review

TD Private Client Wealth sold out of Provident Financial Services (PFS) in Q4 2023, closing a stake of 240 shares — an estimated $3.67K sold.

TD Private Client Wealth first reported a position in PFS in Q1 2023 and held it in 3 quarters. The position peaked at $4.6K in Q1 2023. 193 funds tracked by Wall St. Rank hold PFS as of Q4 2023.

  • TD Private Client Wealth reported no remaining Provident Financial Services position as of Q4 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 240 Provident Financial Services shares in Q4 2023, an estimated $3.67K.
  • TD Private Client Wealth first reported a position in Provident Financial Services in Q1 2023 and held it in 3 quarters.
  • TD Private Client Wealth's Provident Financial Services position peaked at $4.6K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.