Curi Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-22,144
Closed -$873K 616
2021
Q4
$873K Buy
22,144
+476
+2% +$18.5K 0.15% 58
2021
Q3
$840K Buy
21,668
+4,088
+23% +$160K 0.39% 34
2021
Q2
$691K Buy
17,580
+5,429
+45% +$210K 0.35% 37
2021
Q1
$466K Buy
12,151
+3,827
+46% +$145K 0.3% 40
2020
Q4
$320K Buy
+8,324
New +$311K 0.23% 55

Other funds holding PFF

Curi Wealth Management's PFF Position: Q1 2022 in Review

Curi Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 22,144 shares — an estimated $873K sold.

Curi Wealth Management first reported a position in PFF in Q4 2020 and held it in 5 quarters. The position peaked at $873K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Curi Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 22,144 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $873K.
  • Curi Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's iShares Preferred and Income Securities ETF position peaked at $873K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.