JWM
FFC

Janiczek Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Janiczek Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-497
Closed -$7K – 1051
2022
Q3 		$7K Buy
+497
New +$8.45K ﹤0.01% 604

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Janiczek Wealth Management's FFC Position: Q4 2022 in Review

Janiczek Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2022, closing a stake of 497 shares — an estimated $7K sold.

Janiczek Wealth Management first reported a position in FFC in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 100 funds tracked by Wall St. Rank hold FFC as of Q4 2022.

  • Janiczek Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 497 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2022, an estimated $7K.
  • Janiczek Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2022 and held it in 1 quarter.
  • Janiczek Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $7K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2022.

Based on Janiczek Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.