Ken Fisher
FINS

Ken Fisher’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Ken Fisher’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,481
Closed -$220K – 987
2023
Q4 		$220K Buy
+18,481
New +$222K ﹤0.01% 935

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Ken Fisher's FINS Position: Q1 2024 in Review

Ken Fisher sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2024, closing a stake of 18,481 shares — an estimated $220K sold.

Ken Fisher first reported a position in FINS in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

  • Ken Fisher reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 18,481 Angel Oak Financial Strategies Income Term Trust shares in Q1 2024, an estimated $220K.
  • Ken Fisher first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's Angel Oak Financial Strategies Income Term Trust position peaked at $220K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

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