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Avior Wealth Management’s Preferred Bank PFBC Stock Holding History

Avior 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
2024
Q3 		– Sell
-68
Closed -$5.13K – 2391
2024
Q2 		$5.13K Sell
68
-158
-70% -$11.9K ﹤0.01% 1714
2024
Q1 		$17.4K Buy
226
+158
+232% +$11.4K ﹤0.01% 1660
2023
Q4 		$4.97K Sell
68
-11
-14% -$716 ﹤0.01% 1144
2023
Q3 		$4.92K Hold
79
– – ﹤0.01% 1194
2023
Q2 		$4.34K Hold
79
– – ﹤0.01% 1207
2023
Q1 		$4.33K Buy
+79
New +$5.34K ﹤0.01% 1242

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's PFBC Position: Q3 2024 in Review

Avior Wealth Management sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 68 shares — an estimated $5.13K sold.

Avior Wealth Management first reported a position in PFBC in Q1 2023 and held it in 6 quarters. The position peaked at $17.4K in Q1 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

  • Avior Wealth Management reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 68 Preferred Bank shares in Q3 2024, an estimated $5.13K.
  • Avior Wealth Management first reported a position in Preferred Bank in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Preferred Bank position peaked at $17.4K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.