DAS
PFIE

Dynamic Advisor Solutions’s Profire Energy, Inc PFIE Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-32,400
Closed -$46K – 1015
2024
Q2 		$46K Sell
32,400
-4,900
-13% -$7.91K ﹤0.01% 933
2024
Q1 		$69K Buy
+37,300
New +$59K ﹤0.01% 914

Other funds holding PFIE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Dynamic Advisor Solutions's PFIE Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Profire Energy, Inc (PFIE) in Q3 2024, closing a stake of 32,400 shares — an estimated $46K sold.

Dynamic Advisor Solutions first reported a position in PFIE in Q1 2024 and held it in 2 quarters. The position peaked at $69K in Q1 2024. 57 funds tracked by Wall St. Rank hold PFIE as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Profire Energy, Inc position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 32,400 Profire Energy, Inc shares in Q3 2024, an estimated $46K.
  • Dynamic Advisor Solutions first reported a position in Profire Energy, Inc in Q1 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Profire Energy, Inc position peaked at $69K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.