Fisher Asset Management
PFXF icon

Fisher Asset Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Fisher Asset Management’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,159
Closed -$226K – 1032
2023
Q4 		$226K Buy
+13,159
New +$218K ﹤0.01% 929

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SOWBOCOPL
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Ameriprise
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RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fisher Asset Management's PFXF Position: Q1 2024 in Review

Fisher Asset Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 13,159 shares — an estimated $226K sold.

Fisher Asset Management first reported a position in PFXF in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

  • Fisher Asset Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Fisher Asset Management sold 13,159 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $226K.
  • Fisher Asset Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and held it in 1 quarter.
  • Fisher Asset Management's VanEck Preferred Securities ex Financials ETF position peaked at $226K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.