Peloton Wealth Strategists’s Premier Financial Corp. Common Stock PFC Stock Holding History

Peloton Wealth Strategists’s Portfolio PFC Stock Details PFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,292	Closed	-$165K	–	93
2023 Q2	$165K	Hold	10,292	–	–	0.07%	88
2023 Q1	$213K	Buy	+10,292	New	+$251K	0.1%	88
2022 Q1	–	Sell	-6,574	Closed	-$203K	–	94
2021 Q4	$203K	Hold	6,574	–	–	0.08%	89
2021 Q3	$209K	Buy	+6,574	New	+$190K	0.09%	86
2021 Q2	–	Sell	-6,574	Closed	-$219K	–	87
2021 Q1	$219K	Buy	+6,574	New	+$194K	0.1%	80
2020 Q1	–	Sell	-6,574	Closed	-$207K	–	80
2019 Q4	$207K	Buy	+6,574	New	+$198K	0.13%	74
2018 Q3	–	Sell	-6,574	Closed	-$220K	–	63
2018 Q2	$220K	Buy	+6,574	New	+$202K	0.16%	61
2017 Q1	–	Sell	-17,782	Closed	-$451K	–	74
2016 Q4	$451K	Hold	17,782	–	–	0.37%	69
2016 Q3	$397K	Buy	+17,782	New	+$383K	0.33%	68

Other funds holding PFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peloton Wealth Strategists's PFC Position: Q3 2023 in Review

Peloton Wealth Strategists sold out of Premier Financial Corp. Common Stock (PFC) in Q3 2023, closing a stake of 10,292 shares — an estimated $165K sold.

Peloton Wealth Strategists first reported a position in PFC in Q3 2016 and held it in 9 quarters. The position peaked at $451K in Q4 2016. 163 funds tracked by Wall St. Rank hold PFC as of Q3 2023.

Peloton Wealth Strategists reported no remaining Premier Financial Corp. Common Stock position as of Q3 2023 after selling out during the quarter.
Peloton Wealth Strategists sold 10,292 Premier Financial Corp. Common Stock shares in Q3 2023, an estimated $165K.
Peloton Wealth Strategists first reported a position in Premier Financial Corp. Common Stock in Q3 2016 and held it in 9 quarters.
Peloton Wealth Strategists's Premier Financial Corp. Common Stock position peaked at $451K in Q4 2016.
163 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q3 2023.

Based on Peloton Wealth Strategists's 13F filing for Q3 2023, filed 13 Nov 2023.