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Glassman Wealth Services’s Preferred Bank PFBC Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-13
Closed -$950 – 1358
2023
Q4 		$950 Hold
13
– – ﹤0.01% 1565
2023
Q3 		$809 Hold
13
– – ﹤0.01% 1614
2023
Q2 		$715 Buy
+13
New +$654 ﹤0.01% 1553

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Glassman Wealth Services's PFBC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Preferred Bank (PFBC) in Q1 2024, closing a stake of 13 shares — an estimated $950 sold.

Glassman Wealth Services first reported a position in PFBC in Q2 2023 and held it in 3 quarters. The position peaked at $950 in Q4 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Preferred Bank position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13 Preferred Bank shares in Q1 2024, an estimated $950.
  • Glassman Wealth Services first reported a position in Preferred Bank in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Preferred Bank position peaked at $950 in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.