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Ashton Thomas Private Wealth’s Plumas Bancorp PLBC Stock Holding History

Ashton Thomas Private Wealth’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39
Closed -$1.4K – 1496
2024
Q2 		$1.4K Buy
+39
New +$1.37K ﹤0.01% 1794

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ashton Thomas Private Wealth's PLBC Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Plumas Bancorp (PLBC) in Q3 2024, closing a stake of 39 shares — an estimated $1.4K sold.

Ashton Thomas Private Wealth first reported a position in PLBC in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 62 funds tracked by Wall St. Rank hold PLBC as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Plumas Bancorp position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 39 Plumas Bancorp shares in Q3 2024, an estimated $1.4K.
  • Ashton Thomas Private Wealth first reported a position in Plumas Bancorp in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Plumas Bancorp position peaked at $1.4K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.