Patriot Financial Group Insurance Agency’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,500	Closed	-$26K	–	2194
2021 Q4	$26K	Sell	1,500 -1,500	-50%	-$25.1K	﹤0.01%	1108
2021 Q3	$47K	Buy	3,000 +1,500	+100%	+$24.5K	0.01%	886
2021 Q2	$25K	Hold	1,500	–	–	﹤0.01%	1094
2021 Q1	$27K	Hold	1,500	–	–	0.01%	987
2020 Q4	$28K	Buy	+1,500	New	+$27.2K	0.01%	877

Other funds holding PFD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFD Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2022, closing a stake of 1,500 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in PFD in Q4 2020 and held it in 5 quarters. The position peaked at $47K in Q3 2021. 44 funds tracked by Wall St. Rank hold PFD as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,500 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2022, an estimated $26K.
Patriot Financial Group Insurance Agency first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Flaherty & Crumrine Preferred and Income Fund position peaked at $47K in Q3 2021.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.