Advisory Services Network’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-43
Closed -$3.14K 3029
2023
Q4
$3.14K Buy
+43
New +$2.8K ﹤0.01% 3271
2023
Q2
Sell
-11
Closed -$603 3018
2023
Q1
$603 Hold
11
﹤0.01% 3711
2022
Q4
$821 Buy
+11
New +$802 ﹤0.01% 3628
2021
Q3
Sell
-11
Closed -$1K 2707
2021
Q2
$1K Buy
+11
New +$732 ﹤0.01% 3491
2021
Q1
Sell
-11
Closed -$1K 2487
2020
Q4
$1K Sell
11
-20
-65% -$781 ﹤0.01% 3172
2020
Q3
$1K Buy
+31
New +$1.16K ﹤0.01% 3377
2020
Q2
Sell
-20
Closed -$1K 2252
2020
Q1
$1K Buy
20
+10
+100% +$523 ﹤0.01% 2918
2019
Q4
$1K Buy
+10
New +$549 ﹤0.01% 2988

Other funds holding PFBC

Advisory Services Network's PFBC Position: Q1 2024 in Review

Advisory Services Network sold out of Preferred Bank (PFBC) in Q1 2024, closing a stake of 43 shares — an estimated $3.14K sold.

Advisory Services Network first reported a position in PFBC in Q4 2019 and held it in 8 quarters. The position peaked at $3.14K in Q4 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q1 2024.

  • Advisory Services Network reported no remaining Preferred Bank position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 43 Preferred Bank shares in Q1 2024, an estimated $3.14K.
  • Advisory Services Network first reported a position in Preferred Bank in Q4 2019 and held it in 8 quarters.
  • Advisory Services Network's Preferred Bank position peaked at $3.14K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.