TPWA
PCB icon

TRUE Private Wealth Advisors’s PCB Bancorp PCB Stock Holding History

TRUE Private Wealth Advisors’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$2K – 562
2020
Q4 		$2K Hold
200
– – ﹤0.01% 672
2020
Q3 		$1K Hold
200
– – ﹤0.01% 666
2020
Q2 		$2K Buy
+200
New +$1.81K ﹤0.01% 625

Other funds holding PCB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUE Private Wealth Advisors's PCB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of PCB Bancorp (PCB) in Q1 2021, closing a stake of 200 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in PCB in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 50 funds tracked by Wall St. Rank hold PCB as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining PCB Bancorp position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 200 PCB Bancorp shares in Q1 2021, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in PCB Bancorp in Q2 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's PCB Bancorp position peaked at $2K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held PCB Bancorp as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.