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Raleigh Capital Management’s Preferred Bank PFBC Stock Holding History

Raleigh 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
Q1 		– Sell
-141
Closed -$10.3K – 1121
2023
Q4 		$10.3K Sell
141
-12
-8% -$782 ﹤0.01% 581
2023
Q3 		$9.53K Buy
153
+13
+9% +$812 ﹤0.01% 541
2023
Q2 		$7.67K Buy
140
+52
+59% +$2.62K ﹤0.01% 545
2023
Q1 		$4.8K Buy
88
+16
+22% +$1.08K ﹤0.01% 613
2022
Q4 		$5.38K Buy
72
+36
+100% +$2.62K ﹤0.01% 538
2022
Q3 		$2K Buy
+36
New +$2.51K ﹤0.01% 674

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

Raleigh Capital Management's PFBC Position: Q1 2024 in Review

Raleigh Capital Management sold out of Preferred Bank (PFBC) in Q1 2024, closing a stake of 141 shares — an estimated $10.3K sold.

Raleigh Capital Management first reported a position in PFBC in Q3 2022 and held it in 6 quarters. The position peaked at $10.3K in Q4 2023. 195 funds tracked by Wall St. Rank hold PFBC as of Q1 2024.

  • Raleigh Capital Management reported no remaining Preferred Bank position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 141 Preferred Bank shares in Q1 2024, an estimated $10.3K.
  • Raleigh Capital Management first reported a position in Preferred Bank in Q3 2022 and held it in 6 quarters.
  • Raleigh Capital Management's Preferred Bank position peaked at $10.3K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.