Continuum Advisory’s Preferred Bank PFBC Stock Holding History

Continuum Advisory’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 Q3	–	Sell	-33	Closed	-$2.49K	–	1992
2024 Q2	$2.49K	Hold	33	–	–	﹤0.01%	1243
2024 Q1	$2.62K	Buy	+33	New	+$2.39K	﹤0.01%	1221

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Continuum Advisory's PFBC Position: Q3 2024 in Review

Continuum Advisory sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 33 shares — an estimated $2.49K sold.

Continuum Advisory first reported a position in PFBC in Q1 2024 and held it in 2 quarters. The position peaked at $2.62K in Q1 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

Continuum Advisory reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
Continuum Advisory sold 33 Preferred Bank shares in Q3 2024, an estimated $2.49K.
Continuum Advisory first reported a position in Preferred Bank in Q1 2024 and held it in 2 quarters.
Continuum Advisory's Preferred Bank position peaked at $2.62K in Q1 2024.
216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.