IAIM
PFO

International Assets Investment Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-1,043
Closed -$8.83K – 2410
2024
Q2 		$8.83K Buy
+1,043
New +$8.64K ﹤0.01% 1705
2024
Q1 		– Sell
-22,415
Closed -$2.82K – 818
2023
Q4 		$2.82K Buy
+22,415
New +$168K ﹤0.01% 735
2023
Q2 		– Sell
-19,290
Closed -$261K – 747
2023
Q1 		$261K Buy
+19,290
New +$173K 0.04% 399

Other funds holding PFO

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

International Assets Investment Management's PFO Position: Q3 2024 in Review

International Assets Investment Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2024, closing a stake of 1,043 shares — an estimated $8.83K sold.

International Assets Investment Management first reported a position in PFO in Q1 2023 and held it in 3 quarters. The position peaked at $261K in Q1 2023. 47 funds tracked by Wall St. Rank hold PFO as of Q3 2024.

  • International Assets Investment Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,043 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2024, an estimated $8.83K.
  • International Assets Investment Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $261K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.