BAM
DFP

Belpointe Asset Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Belpointe Asset Management’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,252
Closed -$40.9K – 1235
2023
Q1 		$40.9K Hold
2,252
– – ﹤0.01% 1825
2022
Q4 		$42.1K Buy
+2,252
New +$43K ﹤0.01% 1708

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's DFP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2023, closing a stake of 2,252 shares — an estimated $40.9K sold.

Belpointe Asset Management first reported a position in DFP in Q4 2022 and held it in 2 quarters. The position peaked at $42.1K in Q4 2022. 60 funds tracked by Wall St. Rank hold DFP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,252 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2023, an estimated $40.9K.
  • Belpointe Asset Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $42.1K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.