Bessemer Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Bessemer Group’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-852	Closed	-$11K	–	2523
2024 Q3	$11K	Buy	+852	New	+$10.9K	﹤0.01%	1642
2024 Q1	–	Sell	-567	Closed	-$7K	–	2091
2023 Q4	$7K	Buy	567 +26	+5%	+$312	﹤0.01%	1666
2023 Q3	$7K	Buy	+541	New	+$6.41K	﹤0.01%	1658
2023 Q1	–	Sell	-601	Closed	-$8K	–	1954
2022 Q4	$8K	Buy	+601	New	+$7.78K	﹤0.01%	1467
2022 Q3	–	Sell	-338	Closed	-$5K	–	2067
2022 Q2	$5K	Buy	+338	New	+$4.99K	﹤0.01%	1511

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bessemer Group's FINS Position: Q4 2024 in Review

Bessemer Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2024, closing a stake of 852 shares — an estimated $11K sold.

Bessemer Group first reported a position in FINS in Q2 2022 and held it in 5 quarters. The position peaked at $11K in Q3 2024. 38 funds tracked by Wall St. Rank hold FINS as of Q4 2024.

Bessemer Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2024 after selling out during the quarter.
Bessemer Group sold 852 Angel Oak Financial Strategies Income Term Trust shares in Q4 2024, an estimated $11K.
Bessemer Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2022 and held it in 5 quarters.
Bessemer Group's Angel Oak Financial Strategies Income Term Trust position peaked at $11K in Q3 2024.
38 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.