Fieldpoint Private Securities’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-100
Closed -$7K 1647
2022
Q1
$7K Hold
100
﹤0.01% 1199
2021
Q4
$7K Hold
100
﹤0.01% 1181
2021
Q3
$7K Hold
100
﹤0.01% 1171
2021
Q2
$6K Hold
100
﹤0.01% 1166
2021
Q1
$6K Hold
100
﹤0.01% 1148
2020
Q4
$5K Buy
+100
New +$3.9K ﹤0.01% 1125

Other funds holding PFBC

Fieldpoint Private Securities's PFBC Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Preferred Bank (PFBC) in Q2 2022, closing a stake of 100 shares — an estimated $7K sold.

Fieldpoint Private Securities first reported a position in PFBC in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 160 funds tracked by Wall St. Rank hold PFBC as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Preferred Bank position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 100 Preferred Bank shares in Q2 2022, an estimated $7K.
  • Fieldpoint Private Securities first reported a position in Preferred Bank in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Preferred Bank position peaked at $7K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.