GWS
PFC

Glassman Wealth Services’s Premier Financial Corp. Common Stock PFC Stock Holding History

Glassman Wealth Services’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-107
Closed -$2.58K – 1920
2023
Q4 		$2.58K Hold
107
– – ﹤0.01% 1272
2023
Q3 		$1.82K Hold
107
– – ﹤0.01% 1362
2023
Q2 		$1.71K Buy
+107
New +$1.76K ﹤0.01% 1302

Other funds holding PFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Glassman Wealth Services sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2024, closing a stake of 107 shares — an estimated $2.58K sold.

Glassman Wealth Services first reported a position in PFC in Q2 2023 and held it in 3 quarters. The position peaked at $2.58K in Q4 2023. 164 funds tracked by Wall St. Rank hold PFC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Premier Financial Corp. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 107 Premier Financial Corp. Common Stock shares in Q1 2024, an estimated $2.58K.
  • Glassman Wealth Services first reported a position in Premier Financial Corp. Common Stock in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Premier Financial Corp. Common Stock position peaked at $2.58K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2024.

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