Wealthspire Advisors (Maryland)’s Provident Financial Services PFS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-210	Closed	-$5K	–	1575
2019 Q1	$5K	Hold	210	–	–	﹤0.01%	1838
2018 Q4	$5K	Buy	210 +4	+2%	+$97	﹤0.01%	1748
2018 Q3	$5K	Buy	206 +83	+67%	+$2.15K	﹤0.01%	1820
2018 Q2	$3K	Hold	123	–	–	﹤0.01%	2032
2018 Q1	$3K	Buy	123 +53	+76%	+$1.4K	﹤0.01%	2046
2017 Q4	$2K	Buy	70 +40	+133%	+$1.09K	﹤0.01%	2151
2017 Q3	$1K	Buy	+30	New	+$761	﹤0.01%	2128

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Provident Financial Services (PFS) in Q2 2019, closing a stake of 210 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PFS in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 167 funds tracked by Wall St. Rank hold PFS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Provident Financial Services position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 210 Provident Financial Services shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Provident Financial Services in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Provident Financial Services position peaked at $5K in Q1 2019.
167 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.