Truvestments Capital’s Preferred Bank PFBC Stock Holding History

Truvestments Capital’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	-48	Closed	-$3.58K	–	883
2022 Q4	$3.58K	Buy	+48	New	+$3.5K	﹤0.01%	604

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

Truvestments Capital's PFBC Position: Q1 2023 in Review

Truvestments Capital sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 48 shares — an estimated $3.58K sold.

Truvestments Capital first reported a position in PFBC in Q4 2022 and held it in 1 quarter. The position peaked at $3.58K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.

Truvestments Capital reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
Truvestments Capital sold 48 Preferred Bank shares in Q1 2023, an estimated $3.58K.
Truvestments Capital first reported a position in Preferred Bank in Q4 2022 and held it in 1 quarter.
Truvestments Capital's Preferred Bank position peaked at $3.58K in Q4 2022.
174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.