SWM
PFBI

Shakespeare Wealth Management’s Premier Financial Bancorp PFBI Stock Holding History

Shakespeare Wealth Management’s Portfolio PFBI Stock Details PFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,092
Closed -$236K – 75
2021
Q1 		$236K Buy
+7,092
New +$114K 0.1% 65

Other funds holding PFBI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shakespeare Wealth Management's PFBI Position: Q2 2021 in Review

Shakespeare Wealth Management sold out of Premier Financial Bancorp (PFBI) in Q2 2021, closing a stake of 7,092 shares — an estimated $236K sold.

Shakespeare Wealth Management first reported a position in PFBI in Q1 2021 and held it in 1 quarter. The position peaked at $236K in Q1 2021. 65 funds tracked by Wall St. Rank hold PFBI as of Q2 2021.

  • Shakespeare Wealth Management reported no remaining Premier Financial Bancorp position as of Q2 2021 after selling out during the quarter.
  • Shakespeare Wealth Management sold 7,092 Premier Financial Bancorp shares in Q2 2021, an estimated $236K.
  • Shakespeare Wealth Management first reported a position in Premier Financial Bancorp in Q1 2021 and held it in 1 quarter.
  • Shakespeare Wealth Management's Premier Financial Bancorp position peaked at $236K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Premier Financial Bancorp as of Q2 2021.

Based on Shakespeare Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.