AWM
PFO

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

Atticus 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
2024
Q4 		– Sell
-2,746
Closed -$25.8K – 538
2024
Q3 		$25.8K Buy
2,746
+44
+2% +$389 0.01% 310
2024
Q2 		$22.9K Buy
2,702
+46
+2% +$381 0.01% 300
2024
Q1 		$22.4K Buy
2,656
+57
+2% +$471 0.01% 316
2023
Q4 		$20.7K Buy
2,599
+47
+2% +$353 0.01% 328
2023
Q3 		$19K Buy
2,552
+44
+2% +$340 0.01% 339
2023
Q2 		$20.1K Buy
+2,508
New +$19.7K 0.01% 337

Other funds holding PFO

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Atticus Wealth Management's PFO Position: Q4 2024 in Review

Atticus Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2024, closing a stake of 2,746 shares — an estimated $25.8K sold.

Atticus Wealth Management first reported a position in PFO in Q2 2023 and held it in 6 quarters. The position peaked at $25.8K in Q3 2024. 44 funds tracked by Wall St. Rank hold PFO as of Q4 2024.

  • Atticus Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 2,746 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2024, an estimated $25.8K.
  • Atticus Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2023 and held it in 6 quarters.
  • Atticus Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $25.8K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2024.

Based on Atticus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.