AJOVista’s Preferred Bank PFBC Stock Holding History

AJOVista’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 Q1	–	Sell	-1,377	Closed	-$101K	–	323
2023 Q4	$101K	Buy	+1,377	New	+$89.7K	0.13%	172

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AJOVista's PFBC Position: Q1 2024 in Review

AJOVista sold out of Preferred Bank (PFBC) in Q1 2024, closing a stake of 1,377 shares — an estimated $101K sold.

AJOVista first reported a position in PFBC in Q4 2023 and held it in 1 quarter. The position peaked at $101K in Q4 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q1 2024.

AJOVista reported no remaining Preferred Bank position as of Q1 2024 after selling out during the quarter.
AJOVista sold 1,377 Preferred Bank shares in Q1 2024, an estimated $101K.
AJOVista first reported a position in Preferred Bank in Q4 2023 and held it in 1 quarter.
AJOVista's Preferred Bank position peaked at $101K in Q4 2023.
195 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.