WR Wealth Planners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.27K	Hold	291	–	–	﹤0.01%	771
2024 Q3	$3.48K	Hold	291	–	–	﹤0.01%	804
2024 Q2	$3.04K	Hold	291	–	–	﹤0.01%	799
2024 Q1	$3.09K	Buy	+291	New	+$2.99K	﹤0.01%	800
2023 Q4	–	Sell	-291	Closed	-$2.66K	–	658
2023 Q3	$2.66K	Hold	291	–	–	﹤0.01%	742
2023 Q2	$2.87K	Hold	291	–	–	﹤0.01%	739
2023 Q1	$3.09K	Buy	+291	New	+$3.4K	﹤0.01%	735

Other funds holding PFD

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

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

WR Wealth Planners's PFD Position: Q4 2024 in Review

WR Wealth Planners held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q4 2024 at 291 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

WR Wealth Planners first reported a position in PFD in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.48K in Q3 2024. 48 funds tracked by Wall St. Rank hold PFD as of Q4 2024.

WR Wealth Planners held 291 shares of Flaherty & Crumrine Preferred and Income Fund worth $3.27K as of Q4 2024.
WR Wealth Planners left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q4 2024.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #771 holding.
WR Wealth Planners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Flaherty & Crumrine Preferred and Income Fund position peaked at $3.48K in Q3 2024.
48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.