Truist Financial
PFO

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

Truist Financial’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-49,766
Closed -$426K – 2657
2022
Q3 		$426K Buy
+49,766
New +$481K ﹤0.01% 1916

Other funds holding PFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's PFO Position: Q4 2022 in Review

Truist Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2022, closing a stake of 49,766 shares — an estimated $426K sold.

Truist Financial first reported a position in PFO in Q3 2022 and held it in 1 quarter. The position peaked at $426K in Q3 2022. 43 funds tracked by Wall St. Rank hold PFO as of Q4 2022.

  • Truist Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 49,766 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2022, an estimated $426K.
  • Truist Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2022 and held it in 1 quarter.
  • Truist Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $426K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.