IndexIQ Advisors’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$397K Sell
5,352
-1,280
-19% -$99.1K 0.01% 751
2021
Q4
$476K Sell
6,632
-428
-6% -$29.6K 0.02% 614
2021
Q3
$471K Buy
7,060
+707
+11% +$43.3K 0.02% 612
2021
Q2
$402K Buy
6,353
+143
+2% +$9.51K 0.01% 716
2021
Q1
$395K Buy
6,210
+17
+0.3% +$961 0.01% 851
2020
Q4
$313K Buy
6,193
+639
+12% +$25K 0.01% 643
2020
Q3
$178K Buy
5,554
+303
+6% +$11.3K 0.01% 735
2020
Q2
$225K Sell
5,251
-404
-7% -$14.9K 0.01% 459
2020
Q1
$191K Buy
+5,655
New +$296K 0.01% 407

Other funds holding PFBC

IndexIQ Advisors's PFBC Position: Q1 2022 in Review

IndexIQ Advisors reduced its Preferred Bank (PFBC) stake by 19% in Q1 2022, selling an estimated $99.1K and leaving 5,352 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #751.

IndexIQ Advisors first reported a position in PFBC in Q1 2020 and has held it in 9 quarters since. The position peaked at $476K in Q4 2021. 163 funds tracked by Wall St. Rank hold PFBC as of Q1 2022.

  • IndexIQ Advisors held 5,352 shares of Preferred Bank worth $397K as of Q1 2022.
  • IndexIQ Advisors sold 1,280 Preferred Bank shares in Q1 2022, an estimated $99.1K.
  • Preferred Bank made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #751 holding.
  • IndexIQ Advisors first reported a position in Preferred Bank in Q1 2020 and has held it in 9 quarters since.
  • IndexIQ Advisors's Preferred Bank position peaked at $476K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.