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Harvest Group Wealth Management’s Preferred Bank PFBC Stock Holding History

Harvest Group Wealth Management’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
-11
Closed -$1K – 514
2020
Q4 		$1K Hold
11
– – ﹤0.01% 528
2020
Q3 		$0 Hold
11
– – ﹤0.01% 770
2020
Q2 		$0 Hold
11
– – ﹤0.01% 764
2020
Q1 		$0 Buy
+11
New +$576 ﹤0.01% 875

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Boston Partners
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's PFBC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Preferred Bank (PFBC) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PFBC in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 132 funds tracked by Wall St. Rank hold PFBC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Preferred Bank position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Preferred Bank shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Preferred Bank in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management'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 Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.