Financial Gravity Asset Management’s Preferred Bank PFBC Stock Holding History

Financial Gravity 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
2022 Q1	–	Sell	-72	Closed	-$1	–	985
2021 Q4	$1	Buy	+72	New	+$4.98K	﹤0.01%	952
2021 Q3	–	Hold	0	–	–	–	464
2021 Q2	–	Hold	0	–	–	–	491
2021 Q1	–	Sell	-1	Closed	-$57	–	752
2020 Q4	$0	Buy	+1	New	+$39	﹤0.01%	629
2020 Q2	–	Sell	-19	Closed	-$631	–	634
2020 Q1	$631	Buy	19 +9	+90%	+$471	﹤0.01%	520
2019 Q4	$60K	Buy	10 +1	+11%	+$55	0.04%	547
2019 Q3	$0	Buy	9 +1	+13%	+$51	﹤0.01%	1463
2019 Q2	$0	Buy	8 +3	+60%	+$141	﹤0.01%	1557
2019 Q1	$0	Buy	+5	New	+$238	﹤0.01%	1486
2018 Q3	$2K	Buy	39 +10	+34%	+$627	﹤0.01%	988
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	1021
2018 Q1	$2K	Buy	+29	New	+$1.85K	﹤0.01%	988

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Financial Gravity Asset Management's PFBC Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Preferred Bank (PFBC) in Q1 2022, closing a stake of 72 shares — an estimated $1 sold.

Financial Gravity Asset Management first reported a position in PFBC in Q1 2018 and held it in 10 quarters. The position peaked at $60K in Q4 2019. 163 funds tracked by Wall St. Rank hold PFBC as of Q1 2022.

Financial Gravity Asset Management reported no remaining Preferred Bank position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 72 Preferred Bank shares in Q1 2022, an estimated $1.
Financial Gravity Asset Management first reported a position in Preferred Bank in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Preferred Bank position peaked at $60K in Q4 2019.
163 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.