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Abich Financial Wealth Management’s Preferred Bank PFBC Stock Holding History

Abich Financial Wealth Management’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$1.02K – 724
2024
Q2 		$1.02K Buy
+13
New +$983 ﹤0.01% 612

Other funds holding PFBC

BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's PFBC Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 13 shares — an estimated $1.02K sold.

Abich Financial Wealth Management first reported a position in PFBC in Q2 2024 and held it in 1 quarter. The position peaked at $1.02K in Q2 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 13 Preferred Bank shares in Q3 2024, an estimated $1.02K.
  • Abich Financial Wealth Management first reported a position in Preferred Bank in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Preferred Bank position peaked at $1.02K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.