Coppell Advisory Solutions Corp’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-587
Closed -$43.8K 811
2022
Q4
$43.8K Buy
+587
New +$42.8K 0.01% 363

Other funds holding PFBC

Coppell Advisory Solutions Corp's PFBC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 587 shares — an estimated $43.8K sold.

Coppell Advisory Solutions Corp first reported a position in PFBC in Q4 2022 and held it in 1 quarter. The position peaked at $43.8K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 587 Preferred Bank shares in Q1 2023, an estimated $43.8K.
  • Coppell Advisory Solutions Corp first reported a position in Preferred Bank in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Preferred Bank position peaked at $43.8K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.