BCWM
PFBI

Blue Chip Wealth Management’s Premier Financial Bancorp PFBI Stock Holding History

Blue Chip Wealth Management’s Portfolio PFBI Stock Details PFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,360
Closed -$203K – 102
2020
Q1 		$203K Sell
16,360
-2,671
-14% -$41.3K 0.25% 85
2019
Q4 		$345K Buy
19,031
+162
+0.9% +$2.89K 0.32% 72
2019
Q3 		$324K Sell
18,869
-1,315
-7% -$20.8K 0.34% 69
2019
Q2 		$303K Buy
20,184
+1,676
+9% +$26.9K 0.32% 72
2019
Q1 		$291K Buy
18,508
+184
+1% +$2.85K 0.33% 73
2018
Q4 		$273K Buy
18,324
+148
+0.8% +$2.59K 0.36% 72
2018
Q3 		$336K Buy
18,176
+144
+0.8% +$2.79K 0.34% 71
2018
Q2 		$337K Buy
18,032
+139
+0.8% +$2.4K 0.37% 72
2018
Q1 		$266K Buy
+17,893
New +$270K 0.27% 80

Other funds holding PFBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return