HGERS
PPBI

Householder Group Estate & Retirement Specialist’s Pacific Premier Bancorp PPBI Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$2K – 1288
2024
Q2 		$2K Hold
100
– – ﹤0.01% 1079
2024
Q1 		$2.4K Hold
100
– – ﹤0.01% 1029
2023
Q4 		$2K Hold
100
– – ﹤0.01% 1009
2023
Q3 		$2.18K Buy
+100
New +$2.3K ﹤0.01% 1060

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Dimensional Fund Advisors
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State Street
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American Century Companies
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Massachusetts Financial Services
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PPBI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Pacific Premier Bancorp (PPBI) in Q3 2024, closing a stake of 100 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in PPBI in Q3 2023 and held it in 4 quarters. The position peaked at $2.4K in Q1 2024. 266 funds tracked by Wall St. Rank hold PPBI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Pacific Premier Bancorp position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 Pacific Premier Bancorp shares in Q3 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Pacific Premier Bancorp in Q3 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Pacific Premier Bancorp position peaked at $2.4K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.