GWMI
PKBK icon

Guardian Wealth Management (Illinois)’s Parke Bancorp PKBK Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio PKBK Stock Details PKBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-262
Closed -$4.66K – 239
2023
Q1 		$4.66K Buy
262
+12
+5% +$239 ﹤0.01% 193
2022
Q4 		$5.18K Sell
250
-1,139
-82% -$24.1K 0.01% 195
2022
Q3 		$29K Buy
1,389
+4
+0.3% +$88 0.03% 127
2022
Q2 		$29K Buy
1,385
+2
+0.1% +$47 0.03% 127
2022
Q1 		$33K Buy
1,383
+1
+0.1% +$24 0.03% 135
2021
Q4 		$29K Buy
+1,382
New +$30.2K 0.03% 134

Other funds holding PKBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s PKBK Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of Parke Bancorp (PKBK) in Q2 2023, closing a stake of 262 shares — an estimated $4.66K sold.

Guardian Wealth Management (Illinois) first reported a position in PKBK in Q4 2021 and held it in 6 quarters. The position peaked at $33K in Q1 2022. 71 funds tracked by Wall St. Rank hold PKBK as of Q2 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Parke Bancorp position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 262 Parke Bancorp shares in Q2 2023, an estimated $4.66K.
  • Guardian Wealth Management (Illinois) first reported a position in Parke Bancorp in Q4 2021 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s Parke Bancorp position peaked at $33K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Parke Bancorp as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.