WP
PFS icon

WealthPLAN Partners’s Provident Financial Services PFS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-181
Closed -$2.96K – 897
2023
Q2 		$2.96K Hold
181
– – ﹤0.01% 1010
2023
Q1 		$3.47K Buy
+181
New +$4K ﹤0.01% 1047
2016
Q3 		– Sell
-542
Closed -$11 – 1048
2016
Q2 		$11 Buy
+542
New +$10.8K ﹤0.01% 2527
2015
Q4 		$22 Buy
+1,084
New +$22.1K ﹤0.01% 1708

Other funds holding PFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's PFS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Provident Financial Services (PFS) in Q3 2023, closing a stake of 181 shares — an estimated $2.96K sold.

WealthPLAN Partners first reported a position in PFS in Q4 2015 and held it in 4 quarters. The position peaked at $3.47K in Q1 2023. 188 funds tracked by Wall St. Rank hold PFS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Provident Financial Services position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 181 Provident Financial Services shares in Q3 2023, an estimated $2.96K.
  • WealthPLAN Partners first reported a position in Provident Financial Services in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Provident Financial Services position peaked at $3.47K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Provident Financial Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.