Old Point Trust & Financial Services N A’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Old Point Trust & Financial Services N A’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 Q4	–	Sell	-2,000	Closed	-$26.4K	–	347
2024 Q3	$26.4K	Hold	2,000	–	–	0.01%	192
2024 Q2	$24.7K	Hold	2,000	–	–	0.01%	193
2024 Q1	$25K	Hold	2,000	–	–	0.01%	194
2023 Q4	$23.8K	Buy	+2,000	New	+$24K	0.01%	168
2023 Q3	–	Sell	-2,000	Closed	-$23.6K	–	153
2023 Q2	$23.6K	Buy	+2,000	New	+$23.9K	0.01%	154

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Old Point Trust & Financial Services N A's FINS Position: Q4 2024 in Review

Old Point Trust & Financial Services N A sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2024, closing a stake of 2,000 shares — an estimated $26.4K sold.

Old Point Trust & Financial Services N A first reported a position in FINS in Q2 2023 and held it in 5 quarters. The position peaked at $26.4K in Q3 2024. 38 funds tracked by Wall St. Rank hold FINS as of Q4 2024.

Old Point Trust & Financial Services N A reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2024 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 2,000 Angel Oak Financial Strategies Income Term Trust shares in Q4 2024, an estimated $26.4K.
Old Point Trust & Financial Services N A first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2023 and held it in 5 quarters.
Old Point Trust & Financial Services N A's Angel Oak Financial Strategies Income Term Trust position peaked at $26.4K in Q3 2024.
38 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2024, filed 11 Feb 2025.