SWM
PFIE

Selective Wealth Management’s Profire Energy, Inc PFIE Stock Holding History

Selective Wealth Management’s Portfolio PFIE Stock Details PFIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,000
Closed -$5K – 764
2022
Q3 		$5K Sell
6,000
-500
-8% -$575 ﹤0.01% 606
2022
Q2 		$9K Buy
6,500
+6,000
+1,200% +$8.06K ﹤0.01% 576
2022
Q1 		$1K Buy
+500
New +$596 ﹤0.01% 702

Other funds holding PFIE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Selective Wealth Management's PFIE Position: Q4 2022 in Review

Selective Wealth Management sold out of Profire Energy, Inc (PFIE) in Q4 2022, closing a stake of 6,000 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in PFIE in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 37 funds tracked by Wall St. Rank hold PFIE as of Q4 2022.

  • Selective Wealth Management reported no remaining Profire Energy, Inc position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 6,000 Profire Energy, Inc shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in Profire Energy, Inc in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Profire Energy, Inc position peaked at $9K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.