Fidelity Investments’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Fidelity Investments’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$8	–	5621
2023 Q4	$8	Buy	+1	New	+$8	﹤0.01%	5341
2023 Q3	–	Sell	-1	Closed	-$8	–	5460
2023 Q2	$8	Buy	+1	New	+$8	﹤0.01%	5292
2023 Q1	–	Sell	-1	Closed	-$9	–	5468
2022 Q4	$9	Buy	+1	New	+$9	﹤0.01%	5251
2021 Q2	–	Sell	-1	Closed	–	–	4719
2021 Q1	$0	Buy	+1	New	+$13	﹤0.01%	4407
2020 Q1	–	Sell	-1	Closed	–	–	4102
2019 Q4	$0	Buy	+1	New	+$12	﹤0.01%	4150

Other funds holding PFO

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Fidelity Investments's PFO Position: Q1 2024 in Review

Fidelity Investments sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2024, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in PFO in Q4 2019 and held it in 5 quarters. The position peaked at $9 in Q4 2022. 44 funds tracked by Wall St. Rank hold PFO as of Q1 2024.

Fidelity Investments reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 Flaherty & Crumrine Preferred and Income Opportunity Fund share in Q1 2024, an estimated $8.
Fidelity Investments first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2019 and held it in 5 quarters.
Fidelity Investments's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $9 in Q4 2022.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.