PS
AMRB

Planned Solutions’s American River Bankshares AMRB Stock Holding History

Planned Solutions’s Portfolio AMRB Stock Details AMRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-341
Closed -$4K – 462
2020
Q4 		$4K Hold
341
– – ﹤0.01% 418
2020
Q3 		$3K Buy
+341
New +$3.45K ﹤0.01% 306

Other funds holding AMRB

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Planned Solutions's AMRB Position: Q1 2021 in Review

Planned Solutions sold out of American River Bankshares (AMRB) in Q1 2021, closing a stake of 341 shares — an estimated $4K sold.

Planned Solutions first reported a position in AMRB in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 27 funds tracked by Wall St. Rank hold AMRB as of Q1 2021.

  • Planned Solutions reported no remaining American River Bankshares position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 341 American River Bankshares shares in Q1 2021, an estimated $4K.
  • Planned Solutions first reported a position in American River Bankshares in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's American River Bankshares position peaked at $4K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held American River Bankshares as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.