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Prelude Capital Management’s Preferred Bank PFBC Stock Holding History

Prelude Capital Management’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,758
Closed -$289K – 1426
2024
Q1 		$289K Buy
3,758
+479
+15% +$34.6K 0.02% 915
2023
Q4 		$240K Buy
+3,279
New +$214K 0.02% 850
2023
Q3 		– Sell
-3,682
Closed -$202K – 1299
2023
Q2 		$202K Buy
+3,682
New +$185K 0.01% 843
2017
Q3 		– Sell
-200
Closed -$11K – 1837
2017
Q2 		$11K Sell
200
-2,000
-91% -$103K ﹤0.01% 1380
2017
Q1 		$118K Buy
2,200
+1,300
+144% +$70.6K 0.01% 737
2016
Q4 		$47K Sell
900
-900
-50% -$38.1K 0.01% 1064
2016
Q3 		$64K Buy
1,800
+1,300
+260% +$43.7K 0.01% 972
2016
Q2 		$14K Buy
+500
New +$15.6K ﹤0.01% 1354
2015
Q4 		– Sell
-1,800
Closed -$57K – 1631
2015
Q3 		$57K Buy
+1,800
New +$55.3K 0.01% 1021
2015
Q2 		– Sell
-100
Closed -$3K – 1964
2015
Q1 		$3K Sell
100
-1,400
-93% -$38K ﹤0.01% 1890
2014
Q4 		$42K Buy
+1,500
New +$38.2K 0.01% 1327

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Prelude Capital Management's PFBC Position: Q2 2024 in Review

Prelude Capital Management sold out of Preferred Bank (PFBC) in Q2 2024, closing a stake of 3,758 shares — an estimated $289K sold.

Prelude Capital Management first reported a position in PFBC in Q4 2014 and held it in 11 quarters. The position peaked at $289K in Q1 2024. 208 funds tracked by Wall St. Rank hold PFBC as of Q2 2024.

  • Prelude Capital Management reported no remaining Preferred Bank position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 3,758 Preferred Bank shares in Q2 2024, an estimated $289K.
  • Prelude Capital Management first reported a position in Preferred Bank in Q4 2014 and held it in 11 quarters.
  • Prelude Capital Management's Preferred Bank position peaked at $289K in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.