MIM
PFBC icon

Macroview Investment Management’s Preferred Bank PFBC Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-39
Closed -$3.13K – 403
2024
Q3 		$3.13K Hold
39
– – ﹤0.01% 431
2024
Q2 		$2.94K Hold
39
– – ﹤0.01% 439
2024
Q1 		$3K Hold
39
– – ﹤0.01% 478
2023
Q4 		$2.85K Sell
39
-126
-76% -$8.21K ﹤0.01% 465
2023
Q3 		$10.3K Buy
+165
New +$10.3K 0.01% 256
2023
Q2 		– Sell
-186
Closed -$10.2K – 550
2023
Q1 		$10.2K Buy
186
+44
+31% +$2.97K 0.02% 259
2022
Q4 		$10.6K Buy
+142
New +$10.3K 0.02% 234
2021
Q3 		– Sell
-535
Closed -$34K – 445
2021
Q2 		$34K Buy
+535
New +$35.6K 0.05% 115

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Macroview Investment Management's PFBC Position: Q4 2024 in Review

Macroview Investment Management sold out of Preferred Bank (PFBC) in Q4 2024, closing a stake of 39 shares — an estimated $3.13K sold.

Macroview Investment Management first reported a position in PFBC in Q2 2021 and held it in 8 quarters. The position peaked at $34K in Q2 2021. 220 funds tracked by Wall St. Rank hold PFBC as of Q4 2024.

  • Macroview Investment Management reported no remaining Preferred Bank position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 39 Preferred Bank shares in Q4 2024, an estimated $3.13K.
  • Macroview Investment Management first reported a position in Preferred Bank in Q2 2021 and held it in 8 quarters.
  • Macroview Investment Management's Preferred Bank position peaked at $34K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.