Focused Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Focused Wealth Management’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-324	Closed	-$6.12K	–	764
2023 Q4	$6.12K	Buy	324 +7	+2%	+$129	﹤0.01%	627
2023 Q3	$5.74K	Buy	317 +4	+1%	+$73	﹤0.01%	626
2023 Q2	$5.68K	Buy	313 +7	+2%	+$123	﹤0.01%	644
2023 Q1	$5.53K	Buy	306 +6	+2%	+$121	﹤0.01%	647
2022 Q4	$5.61K	Buy	300 +7	+2%	+$133	﹤0.01%	623
2022 Q3	$5K	Buy	293 +5	+2%	+$104	﹤0.01%	632
2022 Q2	$6K	Buy	288 +6	+2%	+$128	﹤0.01%	593
2022 Q1	$7K	Buy	282 +10	+4%	+$236	﹤0.01%	612
2021 Q4	$7K	Buy	272 +5	+2%	+$141	﹤0.01%	649
2021 Q3	$8K	Buy	267 +4	+2%	+$122	﹤0.01%	636
2021 Q2	$8K	Buy	263 +4	+2%	+$118	﹤0.01%	652
2021 Q1	$7K	Buy	259 +4	+2%	+$109	﹤0.01%	665
2020 Q4	$7K	Buy	255 +5	+2%	+$132	﹤0.01%	617
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	559
2020 Q2	$6K	Hold	250	–	–	﹤0.01%	567
2020 Q1	$6K	Hold	250	–	–	﹤0.01%	513
2019 Q4	$8K	Hold	250	–	–	﹤0.01%	524
2019 Q3	$7K	Hold	250	–	–	﹤0.01%	532
2019 Q2	$7K	Hold	250	–	–	﹤0.01%	561
2019 Q1	$7K	Hold	250	–	–	﹤0.01%	517
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	525
2018 Q3	$7K	Buy	+250	New	+$6.86K	﹤0.01%	490

Other funds holding PSF

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIA

KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Focused Wealth Management's PSF Position: Q1 2024 in Review

Focused Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2024, closing a stake of 324 shares — an estimated $6.12K sold.

Focused Wealth Management first reported a position in PSF in Q3 2018 and held it in 22 quarters. The position peaked at $8K in Q3 2021. 47 funds tracked by Wall St. Rank hold PSF as of Q1 2024.

Focused Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 324 Cohen & Steers Select Preferred & Income Fund shares in Q1 2024, an estimated $6.12K.
Focused Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2018 and held it in 22 quarters.
Focused Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $8K in Q3 2021.
47 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.