TCI Wealth Advisors’s Premier Financial Corp. Common Stock PFC Stock Holding History

TCI Wealth Advisors’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 Q1	–	Sell	-132	Closed	-$3.56K	–	2659
2022 Q4	$3.56K	Hold	132	–	–	﹤0.01%	1751
2022 Q3	$3K	Hold	132	–	–	﹤0.01%	1869
2022 Q2	$3K	Hold	132	–	–	﹤0.01%	1927
2022 Q1	$4K	Hold	132	–	–	﹤0.01%	1820
2021 Q4	$4K	Hold	132	–	–	﹤0.01%	1934
2021 Q3	$4K	Buy	+132	New	+$3.81K	﹤0.01%	1851
2021 Q2	–	Sell	-68	Closed	-$2K	–	2478
2021 Q1	$2K	Buy	+68	New	+$2.01K	﹤0.01%	1941

Other funds holding PFC

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's PFC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2023, closing a stake of 132 shares — an estimated $3.56K sold.

TCI Wealth Advisors first reported a position in PFC in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 148 funds tracked by Wall St. Rank hold PFC as of Q1 2023.

TCI Wealth Advisors reported no remaining Premier Financial Corp. Common Stock position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 132 Premier Financial Corp. Common Stock shares in Q1 2023, an estimated $3.56K.
TCI Wealth Advisors first reported a position in Premier Financial Corp. Common Stock in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's Premier Financial Corp. Common Stock position peaked at $4K in Q1 2022.
148 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.