Western Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Western Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,000	Closed	-$105K	–	754
2022 Q3	$105K	Sell	10,000 -2,880	-22%	-$35.2K	0.01%	782
2022 Q2	$163K	Sell	12,880 -1,320	-9%	-$16.7K	0.01%	750
2022 Q1	$196K	Buy	+14,200	New	+$215K	0.01%	796
2020 Q3	–	Sell	-21,032	Closed	-$305K	–	471
2020 Q2	$305K	Buy	21,032 +775	+4%	+$10.9K	0.06%	309
2020 Q1	$243K	Buy	+20,257	New	+$299K	0.06%	305

Other funds holding PFD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Western Wealth Management's PFD Position: Q4 2022 in Review

Western Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2022, closing a stake of 10,000 shares — an estimated $105K sold.

Western Wealth Management first reported a position in PFD in Q1 2020 and held it in 5 quarters. The position peaked at $305K in Q2 2020. 41 funds tracked by Wall St. Rank hold PFD as of Q4 2022.

Western Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 10,000 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2022, an estimated $105K.
Western Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2020 and held it in 5 quarters.
Western Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $305K in Q2 2020.
41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.