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McGlone Suttner Wealth Management’s Preferred Bank PFBC Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-468
Closed -$34.2K – 599
2023
Q4 		$34.2K Buy
+468
New +$30.5K 0.01% 336

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

McGlone Suttner Wealth Management's PFBC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Preferred Bank (PFBC) in Q1 2024, closing a stake of 468 shares — an estimated $34.2K sold.

McGlone Suttner Wealth Management first reported a position in PFBC in Q4 2023 and held it in 1 quarter. The position peaked at $34.2K in Q4 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Preferred Bank position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 468 Preferred Bank shares in Q1 2024, an estimated $34.2K.
  • McGlone Suttner Wealth Management first reported a position in Preferred Bank in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Preferred Bank position peaked at $34.2K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.