22CM
PTY icon

20/20 Capital Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

20/20 Capital Management’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$219K Buy
11,084
+48
+0.4% +$927 0.06% 157
2021
Q1 		$202K Buy
11,036
+33
+0.3% +$593 0.06% 153
2020
Q4 		$197K Buy
11,003
+38
+0.3% +$647 0.06% 160
2020
Q3 		$177K Buy
10,965
+19
+0.2% +$301 0.07% 142
2020
Q2 		$173K Sell
10,946
-1,429
-12% -$20.7K 0.07% 136
2020
Q1 		$181K Buy
12,375
+20
+0.2% +$351 0.08% 136
2019
Q4 		$241K Buy
+12,355
New +$228K 0.1% 133

Other funds holding PTY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return