CWA
PFC

CM Wealth Advisors’s Premier Financial Corp. Common Stock PFC Stock Holding History

CM Wealth Advisors’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,700
Closed -$310K – 187
2024
Q1 		$310K Buy
+14,700
New +$306K 0.09% 132

Other funds holding PFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CM Wealth Advisors's PFC Position: Q2 2024 in Review

CM Wealth Advisors sold out of Premier Financial Corp. Common Stock (PFC) in Q2 2024, closing a stake of 14,700 shares — an estimated $310K sold.

CM Wealth Advisors first reported a position in PFC in Q1 2024 and held it in 1 quarter. The position peaked at $310K in Q1 2024. 176 funds tracked by Wall St. Rank hold PFC as of Q2 2024.

  • CM Wealth Advisors reported no remaining Premier Financial Corp. Common Stock position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 14,700 Premier Financial Corp. Common Stock shares in Q2 2024, an estimated $310K.
  • CM Wealth Advisors first reported a position in Premier Financial Corp. Common Stock in Q1 2024 and held it in 1 quarter.
  • CM Wealth Advisors's Premier Financial Corp. Common Stock position peaked at $310K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.