AIS
PFHD

AM Investment Strategies’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

AM Investment Strategies’s Portfolio PFHD Stock Details PFHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50,255
Closed -$906K – 112
2021
Q2 		$906K Hold
50,255
– – 0.23% 53
2021
Q1 		$923K Hold
50,255
– – 0.26% 47
2020
Q4 		$775K Hold
50,255
– – 0.24% 52
2020
Q3 		$674K Buy
+50,255
New +$630K 0.24% 50

Other funds holding PFHD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AM Investment Strategies's PFHD Position: Q3 2021 in Review

AM Investment Strategies sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q3 2021, closing a stake of 50,255 shares — an estimated $906K sold.

AM Investment Strategies first reported a position in PFHD in Q3 2020 and held it in 4 quarters. The position peaked at $923K in Q1 2021. 45 funds tracked by Wall St. Rank hold PFHD as of Q3 2021.

  • AM Investment Strategies reported no remaining Professional Holding Corp. Class A Common stock position as of Q3 2021 after selling out during the quarter.
  • AM Investment Strategies sold 50,255 Professional Holding Corp. Class A Common stock shares in Q3 2021, an estimated $906K.
  • AM Investment Strategies first reported a position in Professional Holding Corp. Class A Common stock in Q3 2020 and held it in 4 quarters.
  • AM Investment Strategies's Professional Holding Corp. Class A Common stock position peaked at $923K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q3 2021.

Based on AM Investment Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.