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PFIN

NewEdge Advisors’s P&F Industries PFIN Stock Holding History

NewEdge Advisors’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,008
Closed -$40.4K – 4371
2022
Q4 		$40.4K Buy
+8,008
New +$41.9K ﹤0.01% 1807

Other funds holding PFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

NewEdge Advisors's PFIN Position: Q1 2023 in Review

NewEdge Advisors sold out of P&F Industries (PFIN) in Q1 2023, closing a stake of 8,008 shares — an estimated $40.4K sold.

NewEdge Advisors first reported a position in PFIN in Q4 2022 and held it in 1 quarter. The position peaked at $40.4K in Q4 2022. 12 funds tracked by Wall St. Rank hold PFIN as of Q1 2023.

  • NewEdge Advisors reported no remaining P&F Industries position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 8,008 P&F Industries shares in Q1 2023, an estimated $40.4K.
  • NewEdge Advisors first reported a position in P&F Industries in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's P&F Industries position peaked at $40.4K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held P&F Industries as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.