Financial Management Professionals’s Preferred Bank PFBC Stock Holding History

Financial Management Professionals’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 Q4	–	Sell	-455	Closed	-$28K	–	1026
2023 Q3	$28K	Buy	+455	New	+$28.4K	﹤0.01%	330
2023 Q1	–	Sell	-642	Closed	-$48K	–	1107
2022 Q4	$48K	Sell	642 -7	-1%	-$510	0.01%	238
2022 Q3	$42K	Hold	649	–	–	0.01%	241
2022 Q2	$44K	Sell	649 -91	-12%	-$6.23K	0.01%	241
2022 Q1	$55K	Buy	+740	New	+$57.3K	0.01%	230

Other funds holding PFBC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Management Professionals's PFBC Position: Q4 2023 in Review

Financial Management Professionals sold out of Preferred Bank (PFBC) in Q4 2023, closing a stake of 455 shares — an estimated $28K sold.

Financial Management Professionals first reported a position in PFBC in Q1 2022 and held it in 5 quarters. The position peaked at $55K in Q1 2022. 195 funds tracked by Wall St. Rank hold PFBC as of Q4 2023.

Financial Management Professionals reported no remaining Preferred Bank position as of Q4 2023 after selling out during the quarter.
Financial Management Professionals sold 455 Preferred Bank shares in Q4 2023, an estimated $28K.
Financial Management Professionals first reported a position in Preferred Bank in Q1 2022 and held it in 5 quarters.
Financial Management Professionals's Preferred Bank position peaked at $55K in Q1 2022.
195 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.