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Parkside Financial Bank & Trust’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-800
Closed -$9.9K – 2108
2024
Q2 		$9.9K Buy
+800
New +$9.92K ﹤0.01% 1187

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NFG
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Royal Bank of Canada
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Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Parkside Financial Bank & Trust's FINS Position: Q3 2024 in Review

Parkside Financial Bank & Trust sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2024, closing a stake of 800 shares — an estimated $9.9K sold.

Parkside Financial Bank & Trust first reported a position in FINS in Q2 2024 and held it in 1 quarter. The position peaked at $9.9K in Q2 2024. 35 funds tracked by Wall St. Rank hold FINS as of Q3 2024.

  • Parkside Financial Bank & Trust reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 800 Angel Oak Financial Strategies Income Term Trust shares in Q3 2024, an estimated $9.9K.
  • Parkside Financial Bank & Trust first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2024 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Angel Oak Financial Strategies Income Term Trust position peaked at $9.9K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2024, filed 7 Nov 2024.