Empirical 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
Q4
Sell
-12,465
Closed -$395K 478
2022
Q3
$395K Buy
12,465
+4,125
+49% +$138K 0.02% 333
2022
Q2
$274K Buy
+8,340
New +$282K 0.01% 401
2019
Q4
Sell
-20,575
Closed -$772K 340
2019
Q3
$772K Buy
+20,575
New +$766K 0.09% 129

Other funds holding PFF

Empirical Wealth Management's PFF Position: Q4 2022 in Review

Empirical Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 12,465 shares — an estimated $395K sold.

Empirical Wealth Management first reported a position in PFF in Q3 2019 and held it in 3 quarters. The position peaked at $772K in Q3 2019. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Empirical Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 12,465 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $395K.
  • Empirical Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 3 quarters.
  • Empirical Wealth Management's iShares Preferred and Income Securities ETF position peaked at $772K in Q3 2019.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.