Wealthcare Advisory Partners’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Wealthcare Advisory Partners’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,533	Closed	-$230K	–	815
2023 Q4	$230K	Buy	16,533 +403	+2%	+$5.3K	0.01%	680
2023 Q3	$209K	Buy	16,130 +1,254	+8%	+$16.9K	0.01%	649
2023 Q2	$204K	Buy	+14,876	New	+$204K	0.01%	679
2023 Q1	–	Sell	-12,368	Closed	-$186K	–	708
2022 Q4	$186K	Buy	12,368 +1,153	+10%	+$17.5K	0.01%	665
2022 Q3	$167K	Buy	+11,215	New	+$191K	0.01%	578
2022 Q2	–	Sell	-10,832	Closed	-$213K	–	581
2022 Q1	$213K	Buy	10,832 +1,503	+16%	+$29.9K	0.01%	504
2021 Q4	$203K	Buy	9,329 +3	+0%	+$66	0.01%	544
2021 Q3	$208K	Buy	+9,326	New	+$213K	0.01%	510
2021 Q2	–	Sell	-6,320	Closed	-$148K	–	974
2021 Q1	$148K	Buy	+6,320	New	+$142K	0.01%	554
2020 Q4	–	Sell	-11,259	Closed	-$236K	–	442
2020 Q3	$236K	Buy	11,259 +203	+2%	+$4.3K	0.03%	307
2020 Q2	$222K	Sell	11,056 -523	-5%	-$10K	0.03%	283
2020 Q1	$193K	Buy	+11,579	New	+$237K	0.03%	264

Other funds holding FFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthcare Advisory Partners's FFC Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2024, closing a stake of 16,533 shares — an estimated $230K sold.

Wealthcare Advisory Partners first reported a position in FFC in Q1 2020 and held it in 12 quarters. The position peaked at $236K in Q3 2020. 117 funds tracked by Wall St. Rank hold FFC as of Q1 2024.

Wealthcare Advisory Partners reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 16,533 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2024, an estimated $230K.
Wealthcare Advisory Partners first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2020 and held it in 12 quarters.
Wealthcare Advisory Partners's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $236K in Q3 2020.
117 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.