CW
PFIE

CreativeOne Wealth’s Profire Energy, Inc PFIE Stock Holding History

CreativeOne Wealth’s Portfolio PFIE Stock Details PFIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-41,342
Closed -$75K – 898
2023
Q4 		$75K Sell
41,342
-2,751
-6% -$5.17K ﹤0.01% 612
2023
Q3 		$123K Buy
+44,093
New +$89.5K 0.01% 551

Other funds holding PFIE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

CreativeOne Wealth's PFIE Position: Q1 2024 in Review

CreativeOne Wealth sold out of Profire Energy, Inc (PFIE) in Q1 2024, closing a stake of 41,342 shares — an estimated $75K sold.

CreativeOne Wealth first reported a position in PFIE in Q3 2023 and held it in 2 quarters. The position peaked at $123K in Q3 2023. 56 funds tracked by Wall St. Rank hold PFIE as of Q1 2024.

  • CreativeOne Wealth reported no remaining Profire Energy, Inc position as of Q1 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 41,342 Profire Energy, Inc shares in Q1 2024, an estimated $75K.
  • CreativeOne Wealth first reported a position in Profire Energy, Inc in Q3 2023 and held it in 2 quarters.
  • CreativeOne Wealth's Profire Energy, Inc position peaked at $123K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q1 2024.

Based on CreativeOne Wealth's 13F filing for Q1 2024, filed 14 May 2024.