WealthPLAN Partners’s Preferred Bank PFBC Stock Holding History

WealthPLAN Partners’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 Q2	–	Sell	-1,359	Closed	-$74.5K	–	1364
2023 Q1	$74.5K	Buy	+1,359	New	+$91.9K	0.01%	485

Other funds holding PFBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

WealthPLAN Partners's PFBC Position: Q2 2023 in Review

WealthPLAN Partners sold out of Preferred Bank (PFBC) in Q2 2023, closing a stake of 1,359 shares — an estimated $74.5K sold.

WealthPLAN Partners first reported a position in PFBC in Q1 2023 and held it in 1 quarter. The position peaked at $74.5K in Q1 2023. 168 funds tracked by Wall St. Rank hold PFBC as of Q2 2023.

WealthPLAN Partners reported no remaining Preferred Bank position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,359 Preferred Bank shares in Q2 2023, an estimated $74.5K.
WealthPLAN Partners first reported a position in Preferred Bank in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Preferred Bank position peaked at $74.5K in Q1 2023.
168 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.