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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Advisory Services's FFC Position: Q1 2024 in Review

Avantax Advisory Services sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2024, closing a stake of 10,114 shares — an estimated $141K sold.

Avantax Advisory Services first reported a position in FFC in Q4 2019 and held it in 5 quarters. The position peaked at $523K in Q3 2020. 117 funds tracked by Wall St. Rank hold FFC as of Q1 2024.

Avantax Advisory Services reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,114 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2024, an estimated $141K.
Avantax Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2019 and held it in 5 quarters.
Avantax Advisory Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $523K in Q3 2020.
117 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.