Bank of America
DYFN

Bank of America’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Bank of America’s Portfolio DYFN Stock Details DYFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$2K – 8937
2021
Q3 		$2K Buy
+100
New +$2.04K ﹤0.01% 7940

Other funds holding DYFN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America's DYFN Position: Q4 2021 in Review

Bank of America sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Bank of America first reported a position in DYFN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 13 funds tracked by Wall St. Rank hold DYFN as of Q4 2021.

  • Bank of America reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q4 2021 after selling out during the quarter.
  • Bank of America sold 100 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q4 2021, an estimated $2K.
  • Bank of America first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q3 2021 and held it in 1 quarter.
  • Bank of America's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $2K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q4 2021.

Based on Bank of America's 13F filing for Q4 2021, filed 8 Feb 2022.