WWM
PFC

Wiser Wealth Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Wiser Wealth Management’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
2022
Q2 		– Sell
-8,209
Closed -$249K – 38
2022
Q1 		$249K Hold
8,209
– – 0.11% 28
2021
Q4 		$254K Hold
8,209
– – 0.12% 28
2021
Q3 		$261K Buy
+8,209
New +$237K 0.14% 27

Other funds holding PFC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wiser Wealth Management's PFC Position: Q2 2022 in Review

Wiser Wealth Management sold out of Premier Financial Corp. Common Stock (PFC) in Q2 2022, closing a stake of 8,209 shares — an estimated $249K sold.

Wiser Wealth Management first reported a position in PFC in Q3 2021 and held it in 3 quarters. The position peaked at $261K in Q3 2021. 136 funds tracked by Wall St. Rank hold PFC as of Q2 2022.

  • Wiser Wealth Management reported no remaining Premier Financial Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Wiser Wealth Management sold 8,209 Premier Financial Corp. Common Stock shares in Q2 2022, an estimated $249K.
  • Wiser Wealth Management first reported a position in Premier Financial Corp. Common Stock in Q3 2021 and held it in 3 quarters.
  • Wiser Wealth Management's Premier Financial Corp. Common Stock position peaked at $261K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q2 2022.

Based on Wiser Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.