FourThought Financial’s Preferred Bank PFBC Stock Holding History

FourThought Financial’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
2021 Q1	–	Sell	-8	Closed	-$1K	–	1553
2020 Q4	$1K	Buy	+8	New	+$312	﹤0.01%	1432

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SCA

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

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

FourThought Financial's PFBC Position: Q1 2021 in Review

FourThought Financial sold out of Preferred Bank (PFBC) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

FourThought Financial first reported a position in PFBC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 132 funds tracked by Wall St. Rank hold PFBC as of Q1 2021.

FourThought Financial reported no remaining Preferred Bank position as of Q1 2021 after selling out during the quarter.
FourThought Financial sold 8 Preferred Bank shares in Q1 2021, an estimated $1K.
FourThought Financial first reported a position in Preferred Bank in Q4 2020 and held it in 1 quarter.
FourThought Financial's Preferred Bank position peaked at $1K in Q4 2020.
132 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2021.

Based on FourThought Financial's 13F filing for Q1 2021, filed 12 Nov 2021.