Wescott Financial Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
AWA
AB
Wescott Financial Advisory Group's PFF Position: Q4 2022 in Review
Wescott Financial Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 15,000 shares — an estimated $475K sold.
Wescott Financial Advisory Group first reported a position in PFF in Q2 2022 and held it in 2 quarters. The position peaked at $493K in Q2 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.
- Wescott Financial Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
- Wescott Financial Advisory Group sold 15,000 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $475K.
- Wescott Financial Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 2 quarters.
- Wescott Financial Advisory Group's iShares Preferred and Income Securities ETF position peaked at $493K in Q2 2022.
- 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.
Based on Wescott Financial Advisory Group's 13F filing for Q4 2022, filed 6 Feb 2023.