TWP
PPBI

TFO Wealth Partners’s Pacific Premier Bancorp PPBI Stock Holding History

TFO Wealth Partners’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$96 – 588
2024
Q1 		$96 Hold
4
– – ﹤0.01% 649
2023
Q4 		$116 Sell
4
-10
-71% -$233 ﹤0.01% 773
2023
Q3 		$290 Buy
14
+10
+250% +$230 ﹤0.01% 674
2023
Q2 		$83 Hold
4
– – ﹤0.01% 701
2023
Q1 		$96 Buy
4
+2
+100% +$61 ﹤0.01% 655
2022
Q4 		$240 Buy
+2
New +$69 ﹤0.01% 602

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American Century Companies
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Massachusetts Financial Services
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Macquarie Group
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TFO Wealth Partners's PPBI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Pacific Premier Bancorp (PPBI) in Q2 2024, closing a stake of 4 shares — an estimated $96 sold.

TFO Wealth Partners first reported a position in PPBI in Q4 2022 and held it in 6 quarters. The position peaked at $290 in Q3 2023. 255 funds tracked by Wall St. Rank hold PPBI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Pacific Premier Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Pacific Premier Bancorp shares in Q2 2024, an estimated $96.
  • TFO Wealth Partners first reported a position in Pacific Premier Bancorp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Pacific Premier Bancorp position peaked at $290 in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.