DOA
DFP

D'Orazio & Associates’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

D'Orazio & Associates’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-701
Closed -$20K – 257
2021
Q3 		$20K Buy
701
+450
+179% +$13.2K ﹤0.01% 394
2021
Q2 		$7K Hold
251
– – ﹤0.01% 333
2021
Q1 		$8K Buy
+251
New +$7.35K ﹤0.01% 304

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's DFP Position: Q4 2021 in Review

D'Orazio & Associates sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2021, closing a stake of 701 shares — an estimated $20K sold.

D'Orazio & Associates first reported a position in DFP in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 64 funds tracked by Wall St. Rank hold DFP as of Q4 2021.

  • D'Orazio & Associates reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 701 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2021, an estimated $20K.
  • D'Orazio & Associates first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2021 and held it in 3 quarters.
  • D'Orazio & Associates's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $20K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.