Wedmont Private Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,820
Closed -$343K 588
2023
Q3
$343K Buy
11,820
+175
+2% +$5.35K 0.03% 339
2023
Q2
$359K Sell
11,645
-6,879
-37% -$210K 0.04% 337
2023
Q1
$575K Buy
18,524
+205
+1% +$6.58K 0.08% 195
2022
Q4
$585K Buy
18,319
+697
+4% +$21.7K 0.09% 176
2022
Q3
$558K Buy
+17,622
New +$591K 0.11% 144
2022
Q1
Sell
-16,555
Closed -$643K 328
2021
Q4
$643K Buy
+16,555
New +$643K 0.2% 89

Other funds holding PFF

Wedmont Private Capital's PFF Position: Q4 2023 in Review

Wedmont Private Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 11,820 shares — an estimated $343K sold.

Wedmont Private Capital first reported a position in PFF in Q4 2021 and held it in 6 quarters. The position peaked at $643K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Wedmont Private Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 11,820 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $343K.
  • Wedmont Private Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 6 quarters.
  • Wedmont Private Capital's iShares Preferred and Income Securities ETF position peaked at $643K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Wedmont Private Capital's 13F filing for Q4 2023, filed 9 Jan 2024.