Wells Fargo’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-122,370
Closed -$2.08M 7909
2022
Q2
$2.08M Buy
122,370
+5,365
+5% +$93.9K ﹤0.01% 2751
2022
Q1
$2.17M Buy
117,005
+37,390
+47% +$719K ﹤0.01% 3222
2021
Q4
$1.64M Buy
79,615
+15,986
+25% +$326K ﹤0.01% 3685
2021
Q3
$1.3M Buy
63,629
+18,675
+42% +$382K ﹤0.01% 4026
2021
Q2
$908K Buy
44,954
+11,641
+35% +$230K ﹤0.01% 4272
2021
Q1
$628K Buy
33,313
+11,357
+52% +$211K ﹤0.01% 4568
2020
Q4
$410K Sell
21,956
-1,145
-5% -$20.6K ﹤0.01% 4658
2020
Q3
$412K Buy
+23,101
New +$441K ﹤0.01% 4493

Other funds holding DYFN

Wells Fargo's DYFN Position: Q3 2022 in Review

Wells Fargo sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2022, closing a stake of 122,370 shares — an estimated $2.08M sold.

Wells Fargo first reported a position in DYFN in Q3 2020 and held it in 8 quarters. The position peaked at $2.17M in Q1 2022. 1 fund tracked by Wall St. Rank holds DYFN as of Q3 2022.

  • Wells Fargo reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
  • Wells Fargo sold 122,370 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2022, an estimated $2.08M.
  • Wells Fargo first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q3 2020 and held it in 8 quarters.
  • Wells Fargo's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $2.17M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2022.

Based on Wells Fargo's 13F filing for Q3 2022, filed 14 Nov 2022.