AAS
FFC

Avantax Advisory Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-10,114
Closed -$141K – 1684
2023
Q4 		$141K Buy
+10,114
New +$133K ﹤0.01% 1511
2021
Q4 		– Sell
-9,756
Closed -$217K – 1255
2021
Q3 		$217K Buy
+9,756
New +$223K ﹤0.01% 1072
2020
Q4 		– Sell
-24,891
Closed -$523K – 1069
2020
Q3 		$523K Buy
+24,891
New +$527K 0.01% 768
2020
Q2 		– Sell
-10,502
Closed -$175K – 863
2020
Q1 		$175K Hold
10,502
– – 0.01% 734
2019
Q4 		$227K Buy
+10,502
New +$225K 0.01% 740

Other funds holding FFC

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return