Envestnet Asset Management »

Preferred Bank, Los Angeles shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Preferred Bank, Los Angeles (PFBC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Preferred Bank, Los Angeles

Tip: Access up to 7 years of quarterly data

All positions including Preferred Bank, Los Angeles held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Preferred Bank, Los Angeles by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 14k 76.77
2023-09-30 $820k 13k 62.25
2023-06-30 $459k 8.3k 54.99
2023-03-31 $452k 8.2k 54.81
2022-12-31 $636k 8.5k 74.62
2022-09-30 $562k 8.6k 65.22
2022-06-30 $609k 9.0k 68.03
2022-03-31 $613k 8.3k 74.09
2017-03-31 $3.0k 62 48.39
2016-12-31 $7.0k 130 53.85