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Richard W. Paul & Associates’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Richard W. Paul & Associates’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$300 – 527
2023
Q4 		$300 Buy
+7
New +$630 ﹤0.01% 476

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Richard W. Paul & Associates's PFIX Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2024, closing a stake of 7 shares — an estimated $300 sold.

Richard W. Paul & Associates first reported a position in PFIX in Q4 2023 and held it in 1 quarter. The position peaked at $300 in Q4 2023. 43 funds tracked by Wall St. Rank hold PFIX as of Q1 2024.

  • Richard W. Paul & Associates reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 7 Simplify Interest Rate Hedge ETF shares in Q1 2024, an estimated $300.
  • Richard W. Paul & Associates first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's Simplify Interest Rate Hedge ETF position peaked at $300 in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.