AWM
FFC

Able Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Able Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$150 – 248
2023
Q4 		$150 Buy
+11
New +$145 ﹤0.01% 591

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Able Wealth Management's FFC Position: Q1 2024 in Review

Able Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2024, closing a stake of 11 shares — an estimated $150 sold.

Able Wealth Management first reported a position in FFC in Q4 2023 and held it in 1 quarter. The position peaked at $150 in Q4 2023. 117 funds tracked by Wall St. Rank hold FFC as of Q1 2024.

  • Able Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 11 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2024, an estimated $150.
  • Able Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $150 in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.