Cary Street Partners Investment Advisory’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34,000	Closed	-$406K	–	688
2024 Q3	$406K	Buy	+34,000	New	+$379K	0.02%	541

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SIA

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Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's PFD Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2024, closing a stake of 34,000 shares — an estimated $406K sold.

Cary Street Partners Investment Advisory first reported a position in PFD in Q3 2024 and held it in 1 quarter. The position peaked at $406K in Q3 2024. 48 funds tracked by Wall St. Rank hold PFD as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 34,000 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2024, an estimated $406K.
Cary Street Partners Investment Advisory first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2024 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Flaherty & Crumrine Preferred and Income Fund position peaked at $406K in Q3 2024.
48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.