Blue Trust Inc’s Preferred Bank PFBC Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-17	Closed	-$1.28K	–	2838
2024 Q3	$1.28K	Buy	+17	New	+$1.36K	﹤0.01%	2671

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Blue Trust Inc's PFBC Position: Q4 2024 in Review

Blue Trust Inc sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 17 shares — an estimated $1.28K sold.

Blue Trust Inc first reported a position in PFBC in Q3 2024 and held it in 1 quarter. The position peaked at $1.28K in Q3 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

Blue Trust Inc reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 17 Preferred Bank shares in Q4 2024, an estimated $1.28K.
Blue Trust Inc first reported a position in Preferred Bank in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Preferred Bank position peaked at $1.28K in Q3 2024.
220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.