Truist Financial
PFD

Truist Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Truist Financial’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
2024
Q1 		– Sell
-17,198
Closed -$170K – 2706
2023
Q4 		$170K Buy
+17,198
New +$162K ﹤0.01% 2526

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial's PFD Position: Q1 2024 in Review

Truist Financial sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2024, closing a stake of 17,198 shares — an estimated $170K sold.

Truist Financial first reported a position in PFD in Q4 2023 and held it in 1 quarter. The position peaked at $170K in Q4 2023. 43 funds tracked by Wall St. Rank hold PFD as of Q1 2024.

  • Truist Financial reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 17,198 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2024, an estimated $170K.
  • Truist Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2023 and held it in 1 quarter.
  • Truist Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $170K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.