New York Life Investment Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,657
Closed -$571K 1340
2022
Q4
$571K Buy
7,657
+864
+13% +$63K 0.01% 814
2022
Q3
$443K Buy
6,793
+499
+8% +$34.8K 0.01% 846
2022
Q2
$428K Buy
+6,294
New +$431K 0.01% 865

Other funds holding PFBC

New York Life Investment Management's PFBC Position: Q1 2023 in Review

New York Life Investment Management sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 7,657 shares — an estimated $571K sold.

New York Life Investment Management first reported a position in PFBC in Q2 2022 and held it in 3 quarters. The position peaked at $571K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

  • New York Life Investment Management reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 7,657 Preferred Bank shares in Q1 2023, an estimated $571K.
  • New York Life Investment Management first reported a position in Preferred Bank in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Preferred Bank position peaked at $571K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.