A detailed history of Envestnet Asset Management Inc transactions in Preferred Bank stock. As of the latest transaction made, Envestnet Asset Management Inc holds 12,607 shares of PFBC stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,607
Previous 13,580 7.16%
Holding current value
$1.08 Million
Previous $1.03 Million 1.46%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$73.0 - $91.26 $71,029 - $88,795
-973 Reduced 7.16%
12,607 $1.01 Million
Q2 2024

Aug 08, 2024

BUY
$71.53 - $79.97 $572 - $639
8 Added 0.06%
13,580 $1.03 Million
Q1 2024

May 13, 2024

BUY
$68.13 - $76.77 $11,718 - $13,204
172 Added 1.28%
13,572 $1.04 Million
Q4 2023

Feb 13, 2024

BUY
$59.53 - $76.99 $13,513 - $17,476
227 Added 1.72%
13,400 $978,000
Q3 2023

Nov 13, 2023

BUY
$55.24 - $66.97 $267,030 - $323,732
4,834 Added 57.97%
13,173 $820,000
Q2 2023

Aug 04, 2023

BUY
$44.16 - $56.63 $4,018 - $5,153
91 Added 1.1%
8,339 $458,000
Q1 2023

May 11, 2023

SELL
$53.57 - $74.03 $14,785 - $20,432
-276 Reduced 3.24%
8,248 $452,000
Q4 2022

Feb 07, 2023

SELL
$65.52 - $76.87 $6,093 - $7,148
-93 Reduced 1.08%
8,524 $636,000
Q3 2022

Nov 10, 2022

SELL
$65.23 - $75.38 $21,852 - $25,252
-335 Reduced 3.74%
8,617 $562,000
Q2 2022

Aug 03, 2022

BUY
$64.52 - $73.85 $43,744 - $50,070
678 Added 8.19%
8,952 $609,000
Q1 2022

May 04, 2022

BUY
$72.45 - $81.4 $599,451 - $673,503
8,274 New
8,274 $613,000

Others Institutions Holding PFBC

About Preferred Bank


  • Ticker PFBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 14,356,700
  • Market Cap $1.24B
  • 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...
More about PFBC
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