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Capital Performance Advisors’s Preferred Bank PFBC Stock Holding History

Capital Performance Advisors’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
-163
Closed -$13.1K – 1958
2024
Q3 		$13.1K Buy
+163
New +$13K ﹤0.01% 734

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Capital Performance Advisors's PFBC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 163 shares — an estimated $13.1K sold.

Capital Performance Advisors first reported a position in PFBC in Q3 2024 and held it in 1 quarter. The position peaked at $13.1K in Q3 2024. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 163 Preferred Bank shares in Q4 2024, an estimated $13.1K.
  • Capital Performance Advisors first reported a position in Preferred Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Preferred Bank position peaked at $13.1K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.