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Creekmur Asset Management’s Preferred Bank PFBC Stock Holding History

Creekmur Asset Management’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
-26
Closed -$1.96K – 1097
2024
Q2 		$1.96K Buy
+26
New +$1.97K ﹤0.01% 712

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

Creekmur Asset Management's PFBC Position: Q3 2024 in Review

Creekmur Asset Management sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 26 shares — an estimated $1.96K sold.

Creekmur Asset Management first reported a position in PFBC in Q2 2024 and held it in 1 quarter. The position peaked at $1.96K in Q2 2024. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

  • Creekmur Asset Management reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 26 Preferred Bank shares in Q3 2024, an estimated $1.96K.
  • Creekmur Asset Management first reported a position in Preferred Bank in Q2 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Preferred Bank position peaked at $1.96K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.