SWM
PFC

SeaCrest Wealth Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

SeaCrest Wealth Management’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
-12,386
Closed -$198K – 659
2023
Q2 		$198K Buy
+12,386
New +$204K 0.03% 583
2022
Q3 		– Sell
-1,594
Closed -$40K – 1585
2022
Q2 		$40K Buy
+1,594
New +$43K 0.01% 1219

Other funds holding PFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SeaCrest Wealth Management's PFC Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Premier Financial Corp. Common Stock (PFC) in Q3 2023, closing a stake of 12,386 shares — an estimated $198K sold.

SeaCrest Wealth Management first reported a position in PFC in Q2 2022 and held it in 2 quarters. The position peaked at $198K in Q2 2023. 163 funds tracked by Wall St. Rank hold PFC as of Q3 2023.

  • SeaCrest Wealth Management reported no remaining Premier Financial Corp. Common Stock position as of Q3 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,386 Premier Financial Corp. Common Stock shares in Q3 2023, an estimated $198K.
  • SeaCrest Wealth Management first reported a position in Premier Financial Corp. Common Stock in Q2 2022 and held it in 2 quarters.
  • SeaCrest Wealth Management's Premier Financial Corp. Common Stock position peaked at $198K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.