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SYM Financial Corp’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

SYM Financial Corp’s Portfolio PRFD Stock Details PRFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-119
Closed -$5.44K – 194
2023
Q3 		$5.44K Buy
+119
New +$5.55K ﹤0.01% 168

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Jane Street
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Allianz Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SYM Financial Corp's PRFD Position: Q4 2023 in Review

SYM Financial Corp sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q4 2023, closing a stake of 119 shares — an estimated $5.44K sold.

SYM Financial Corp first reported a position in PRFD in Q3 2023 and held it in 1 quarter. The position peaked at $5.44K in Q3 2023. 13 funds tracked by Wall St. Rank hold PRFD as of Q4 2023.

  • SYM Financial Corp reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • SYM Financial Corp sold 119 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q4 2023, an estimated $5.44K.
  • SYM Financial Corp first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • SYM Financial Corp's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $5.44K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q4 2023.

Based on SYM Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.