Charter Oak Capital Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFXF
Charter Oak Capital Management's PFXF Position: Q3 2022 in Review
Charter Oak Capital Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2022, closing a stake of 1,111 shares — an estimated $20K sold.
Charter Oak Capital Management first reported a position in PFXF in Q4 2021 and held it in 3 quarters. The position peaked at $24K in Q4 2021. 129 funds tracked by Wall St. Rank hold PFXF as of Q3 2022.
- Charter Oak Capital Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2022 after selling out during the quarter.
- Charter Oak Capital Management sold 1,111 VanEck Preferred Securities ex Financials ETF shares in Q3 2022, an estimated $20K.
- Charter Oak Capital Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 3 quarters.
- Charter Oak Capital Management's VanEck Preferred Securities ex Financials ETF position peaked at $24K in Q4 2021.
- 129 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2022.
Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.