AWM
FFC

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

Atticus 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
2023
Q2 		– Sell
-2,463
Closed -$20.3K – 594
2023
Q1 		$20.3K Buy
+2,463
New +$39.1K 0.01% 323

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Atticus Wealth Management's FFC Position: Q2 2023 in Review

Atticus Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2023, closing a stake of 2,463 shares — an estimated $20.3K sold.

Atticus Wealth Management first reported a position in FFC in Q1 2023 and held it in 1 quarter. The position peaked at $20.3K in Q1 2023. 95 funds tracked by Wall St. Rank hold FFC as of Q2 2023.

  • Atticus Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 2,463 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2023, an estimated $20.3K.
  • Atticus Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2023 and held it in 1 quarter.
  • Atticus Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $20.3K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2023.

Based on Atticus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.