Osaic Holdings’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-43,271
Closed -$744K 7782
2022
Q2
$744K Buy
43,271
+3,018
+7% +$52.8K ﹤0.01% 2560
2022
Q1
$228K Buy
40,253
+5,915
+17% +$114K ﹤0.01% 3921
2021
Q4
$705K Sell
34,338
-2,809
-8% -$57.3K ﹤0.01% 2725
2021
Q3
$759K Buy
37,147
+3,050
+9% +$62.4K ﹤0.01% 2604
2021
Q2
$688K Buy
34,097
+27,847
+446% +$551K ﹤0.01% 2690
2021
Q1
$118K Buy
+6,250
New +$116K ﹤0.01% 4214

Other funds holding DYFN

Osaic Holdings's DYFN Position: Q3 2022 in Review

Osaic Holdings sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2022, closing a stake of 43,271 shares — an estimated $744K sold.

Osaic Holdings first reported a position in DYFN in Q1 2021 and held it in 6 quarters. The position peaked at $759K in Q3 2021. 1 fund tracked by Wall St. Rank holds DYFN as of Q3 2022.

  • Osaic Holdings reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
  • Osaic Holdings sold 43,271 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2022, an estimated $744K.
  • Osaic Holdings first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q1 2021 and held it in 6 quarters.
  • Osaic Holdings's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $759K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2022.

Based on Osaic Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.