PMFA
PFC

Plante Moran Financial Advisors’s Premier Financial Corp. Common Stock PFC Stock Holding History

Plante Moran Financial Advisors’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
2024
Q3 		– Sell
-146
Closed -$2.99K – 928
2024
Q2 		$2.99K Hold
146
– – ﹤0.01% 687
2024
Q1 		$2.96K Buy
+146
New +$3.04K ﹤0.01% 736
2017
Q3 		– Sell
-2,574
Closed -$68K – 878
2017
Q2 		$68K Hold
2,574
– – 0.04% 260
2017
Q1 		$64K Hold
2,574
– – 0.04% 277
2016
Q4 		$65K Hold
2,574
– – 0.04% 281
2016
Q3 		$57K Hold
2,574
– – 0.04% 289
2016
Q2 		$50K Hold
2,574
– – 0.04% 282
2016
Q1 		$49K Buy
+2,574
New +$49.2K 0.04% 265

Other funds holding PFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's PFC Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Premier Financial Corp. Common Stock (PFC) in Q3 2024, closing a stake of 146 shares — an estimated $2.99K sold.

Plante Moran Financial Advisors first reported a position in PFC in Q1 2016 and held it in 8 quarters. The position peaked at $68K in Q2 2017. 170 funds tracked by Wall St. Rank hold PFC as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Premier Financial Corp. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 146 Premier Financial Corp. Common Stock shares in Q3 2024, an estimated $2.99K.
  • Plante Moran Financial Advisors first reported a position in Premier Financial Corp. Common Stock in Q1 2016 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Premier Financial Corp. Common Stock position peaked at $68K in Q2 2017.
  • 170 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.