Clari Vest Asset Management LLC Preferred Bank Transaction History
Clari Vest Asset Management LLC
- $1 Billion
- Q3 2024
A detailed history of Clari Vest Asset Management LLC transactions in Preferred Bank stock. As of the latest transaction made, Clari Vest Asset Management LLC holds 18,308 shares of PFBC stock, worth $1.7 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,308
Previous 18,308
-0.0%
Holding current value
$1.7 Million
Previous $1.38 Million
6.22%
% of portfolio
0.15%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding PFBC
# of Institutions
223Shares Held
11.2MCall Options Held
200Put Options Held
5K-
Black Rock Inc. New York, NY1.33MShares$123 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.12MShares$104 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA888KShares$82.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX674KShares$62.6 Million0.01% of portfolio
-
State Street Corp Boston, MA593KShares$55 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.33B
- Description
- Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...