Advisornet Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Advisornet Financial’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,300	Closed	-$23K	–	2147
2021 Q4	$23K	Hold	1,300	–	–	﹤0.01%	1257
2021 Q3	$20K	Sell	1,300 -1,200	-48%	-$19.6K	﹤0.01%	1253
2021 Q2	$42K	Hold	2,500	–	–	﹤0.01%	1039
2021 Q1	$44K	Hold	2,500	–	–	﹤0.01%	970
2020 Q4	$47K	Hold	2,500	–	–	﹤0.01%	886
2020 Q3	$41K	Hold	2,500	–	–	﹤0.01%	907
2020 Q2	$36K	Hold	2,500	–	–	﹤0.01%	946
2020 Q1	$30K	Hold	2,500	–	–	﹤0.01%	953
2019 Q4	$39K	Hold	2,500	–	–	﹤0.01%	973
2019 Q3	$37K	Hold	2,500	–	–	﹤0.01%	1011
2019 Q2	$37K	Hold	2,500	–	–	﹤0.01%	899
2019 Q1	$34K	Hold	2,500	–	–	﹤0.01%	844
2018 Q4	$29K	Buy	2,500 +1,300	+108%	+$15.9K	﹤0.01%	825
2018 Q3	$16K	Hold	1,200	–	–	﹤0.01%	1007
2018 Q2	$16K	Hold	1,200	–	–	﹤0.01%	1005
2018 Q1	$16K	Buy	+1,200	New	+$16.8K	﹤0.01%	973

Other funds holding PFD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's PFD Position: Q1 2022 in Review

Advisornet Financial sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2022, closing a stake of 1,300 shares — an estimated $23K sold.

Advisornet Financial first reported a position in PFD in Q1 2018 and held it in 16 quarters. The position peaked at $47K in Q4 2020. 44 funds tracked by Wall St. Rank hold PFD as of Q1 2022.

Advisornet Financial reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 1,300 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2022, an estimated $23K.
Advisornet Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2018 and held it in 16 quarters.
Advisornet Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $47K in Q4 2020.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.