AWM
PFBC icon

Abound Wealth Management’s Preferred Bank PFBC Stock Holding History

Abound 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
2023
Q3 		– Sell
-9
Closed -$495 – 1206
2023
Q2 		$495 Buy
+9
New +$453 ﹤0.01% 845

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Abound Wealth Management's PFBC Position: Q3 2023 in Review

Abound Wealth Management sold out of Preferred Bank (PFBC) in Q3 2023, closing a stake of 9 shares — an estimated $495 sold.

Abound Wealth Management first reported a position in PFBC in Q2 2023 and held it in 1 quarter. The position peaked at $495 in Q2 2023. 186 funds tracked by Wall St. Rank hold PFBC as of Q3 2023.

  • Abound Wealth Management reported no remaining Preferred Bank position as of Q3 2023 after selling out during the quarter.
  • Abound Wealth Management sold 9 Preferred Bank shares in Q3 2023, an estimated $495.
  • Abound Wealth Management first reported a position in Preferred Bank in Q2 2023 and held it in 1 quarter.
  • Abound Wealth Management's Preferred Bank position peaked at $495 in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.