DWP
FFC

Destiny Wealth Partners’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Destiny Wealth Partners’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-878
Closed -$21K – 552
2020
Q4 		$21K Buy
+878
New +$19.5K ﹤0.01% 363

Other funds holding FFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Destiny Wealth Partners's FFC Position: Q1 2021 in Review

Destiny Wealth Partners sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2021, closing a stake of 878 shares — an estimated $21K sold.

Destiny Wealth Partners first reported a position in FFC in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 106 funds tracked by Wall St. Rank hold FFC as of Q1 2021.

  • Destiny Wealth Partners reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 878 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2021, an estimated $21K.
  • Destiny Wealth Partners first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and held it in 1 quarter.
  • Destiny Wealth Partners's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $21K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2021.

Based on Destiny Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.