Ellevest Inc’s Preferred Bank PFBC Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-5	Closed	-$274	–	1268
2023 Q1	$274	Buy	+5	New	+$338	﹤0.01%	1739

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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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ellevest Inc's PFBC Position: Q2 2023 in Review

Ellevest Inc sold out of Preferred Bank (PFBC) in Q2 2023, closing a stake of 5 shares — an estimated $274 sold.

Ellevest Inc first reported a position in PFBC in Q1 2023 and held it in 1 quarter. The position peaked at $274 in Q1 2023. 168 funds tracked by Wall St. Rank hold PFBC as of Q2 2023.

Ellevest Inc reported no remaining Preferred Bank position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 5 Preferred Bank shares in Q2 2023, an estimated $274.
Ellevest Inc first reported a position in Preferred Bank in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Preferred Bank position peaked at $274 in Q1 2023.
168 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.