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BluePath Capital Management’s Preferred Bank PFBC Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-529
Closed -$32.9K – 266
2023
Q3 		$32.9K Buy
+529
New +$33K 0.03% 243

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BluePath Capital Management's PFBC Position: Q4 2023 in Review

BluePath Capital Management sold out of Preferred Bank (PFBC) in Q4 2023, closing a stake of 529 shares — an estimated $32.9K sold.

BluePath Capital Management first reported a position in PFBC in Q3 2023 and held it in 1 quarter. The position peaked at $32.9K in Q3 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q4 2023.

  • BluePath Capital Management reported no remaining Preferred Bank position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 529 Preferred Bank shares in Q4 2023, an estimated $32.9K.
  • BluePath Capital Management first reported a position in Preferred Bank in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's Preferred Bank position peaked at $32.9K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.