Sutton Wealth Advisors’s Preferred Bank PFBC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1	Closed	-$75	–	1353
2022 Q4	$75	Hold	1	–	–	﹤0.01%	1650
2022 Q3	$65	Sell	1 -6	-86%	-$419	﹤0.01%	1629
2022 Q2	$476	Buy	7 +4	+133%	+$274	﹤0.01%	1471
2022 Q1	$222	Hold	3	–	–	﹤0.01%	1563
2021 Q4	$215	Buy	+3	New	+$207	﹤0.01%	1631
2020 Q3	–	Sell	-123	Closed	-$5.27K	–	1242
2020 Q2	$5.27K	Sell	123 -61	-33%	-$2.24K	﹤0.01%	864
2020 Q1	$6.22K	Hold	184	–	–	﹤0.01%	772
2019 Q4	$11.1K	Hold	184	–	–	0.01%	792
2019 Q3	$9.64K	Hold	184	–	–	0.01%	794
2019 Q2	$8.69K	Hold	184	–	–	0.01%	811
2019 Q1	$8.27K	Buy	+184	New	+$8.76K	﹤0.01%	830

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Sutton Wealth Advisors's PFBC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 1 share — an estimated $75 sold.

Sutton Wealth Advisors first reported a position in PFBC in Q1 2019 and held it in 11 quarters. The position peaked at $11.1K in Q4 2019. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1 Preferred Bank share in Q1 2023, an estimated $75.
Sutton Wealth Advisors first reported a position in Preferred Bank in Q1 2019 and held it in 11 quarters.
Sutton Wealth Advisors's Preferred Bank position peaked at $11.1K in Q4 2019.
174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.