ATPW
PFD

Ashton Thomas Private Wealth’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-3,359
Closed -$35.1K – 1476
2024
Q2 		$35.1K Buy
+3,359
New +$34.5K ﹤0.01% 1015

Other funds holding PFD

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ashton Thomas Private Wealth's PFD Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2024, closing a stake of 3,359 shares — an estimated $35.1K sold.

Ashton Thomas Private Wealth first reported a position in PFD in Q2 2024 and held it in 1 quarter. The position peaked at $35.1K in Q2 2024. 45 funds tracked by Wall St. Rank hold PFD as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 3,359 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2024, an estimated $35.1K.
  • Ashton Thomas Private Wealth first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Flaherty & Crumrine Preferred and Income Fund position peaked at $35.1K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.