Firestone Capital Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Firestone Capital Management’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
2021 Q4	–	Sell	-1,000	Closed	-$13K	–	341
2021 Q3	$13K	Hold	1,000	–	–	﹤0.01%	352
2021 Q2	$13K	Hold	1,000	–	–	﹤0.01%	344
2021 Q1	$13K	Hold	1,000	–	–	﹤0.01%	340
2020 Q4	$13K	Hold	1,000	–	–	﹤0.01%	341
2020 Q3	$12K	Hold	1,000	–	–	0.01%	311
2020 Q2	$11K	Hold	1,000	–	–	0.01%	320
2020 Q1	$10K	Buy	1,000 +85	+9%	+$994	0.01%	313
2019 Q4	$11K	Buy	+915	New	+$11.1K	﹤0.01%	344

Other funds holding PFO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Firestone Capital Management's PFO Position: Q4 2021 in Review

Firestone Capital Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Firestone Capital Management first reported a position in PFO in Q4 2019 and held it in 8 quarters. The position peaked at $13K in Q3 2021. 41 funds tracked by Wall St. Rank hold PFO as of Q4 2021.

Firestone Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 1,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2021, an estimated $13K.
Firestone Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $13K in Q3 2021.
41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.