Atlas Private Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Atlas Private Wealth Management’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-86	Closed	-$1K	–	307
2021 Q1	$1K	Buy	+86	New	+$1.11K	﹤0.01%	385

Other funds holding PFO

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

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Private Wealth Management's PFO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2021, closing a stake of 86 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in PFO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 39 funds tracked by Wall St. Rank hold PFO as of Q2 2021.

Atlas Private Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 86 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2021, an estimated $1K.
Atlas Private Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2021 and held it in 1 quarter.
Atlas Private Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1K in Q1 2021.
39 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.