TWP
FINS

TFO Wealth Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

TFO Wealth Partners’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
2021
Q1 		– Sell
-2,500
Closed -$42K – 169
2020
Q4 		$42K Buy
+2,500
New +$42K 0.01% 53

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFO Wealth Partners's FINS Position: Q1 2021 in Review

TFO Wealth Partners sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2021, closing a stake of 2,500 shares — an estimated $42K sold.

TFO Wealth Partners first reported a position in FINS in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 21 funds tracked by Wall St. Rank hold FINS as of Q1 2021.

  • TFO Wealth Partners reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 2,500 Angel Oak Financial Strategies Income Term Trust shares in Q1 2021, an estimated $42K.
  • TFO Wealth Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $42K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.